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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$57.32M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.24M
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WTMF Institutional Buying and Selling by Quarter

WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Eudaimonia Partners LLC5,550$208K0.0%N/A0.107%
4/23/2024 KLR Investment Advisors LLC28,991$1.07M0.8%-12.7%0.558%
4/23/2024 Raymond James Financial Services Advisors Inc.57,556$2.16M0.0%-11.1%1.107%
4/11/2024 &PARTNERS30,113$1.13M0.2%N/A0.744%
4/3/2024 Strategic Advocates LLC19,849$744K0.3%-4.3%0.490%
2/21/2024Austin Wealth Management LLC71,028$2.58M0.7%-6.3%1.754%
2/16/2024O Dell Group LLC143,040$5.02M1.3%-1.1%3.532%
2/15/2024Comerica Bank34,589$1.21M0.0%+7,944.0%0.854%
2/14/2024Washington Trust Bank94,760$3.32M0.3%+362.6%2.340%
2/12/2024Avestar Capital LLC155,864$5.47M0.6%-21.1%3.848%
2/8/2024 KLR Investment Advisors LLC33,206$1.17M0.8%+1.7%0.820%
2/7/2024 Strategic Advocates LLC20,737$727K0.3%-10.5%0.512%
2/7/2024Endowment Wealth Management Inc.16,837$590K0.5%-5.8%0.416%
2/7/2024Ethos Financial Group LLC240,948$8.45M1.8%N/A5.949%
2/6/2024Centric Wealth Management289,644$10.16M3.3%N/A7.152%
2/6/2024Private Advisor Group LLC31,999$1.12M0.0%+15.1%0.790%
1/29/2024Perigon Wealth Management LLC10,478$367K0.0%N/A0.259%
1/24/2024Advisors Preferred LLC1,351$47K0.0%N/A0.033%
1/24/2024 International Assets Investment Management LLC2,490$87K0.0%N/A0.061%
1/19/2024 Fermata Advisors LLC6,203$218K0.1%+4.9%0.153%
1/19/2024 Columbus Macro LLC6,150$215K0.1%N/A0.152%
1/16/2024 Raymond James Financial Services Advisors Inc.64,732$2.27M0.0%+134.0%1.598%
1/12/2024Comprehensive Wealth Management LLC50,164$1.76M1.6%+0.9%1.239%
1/12/2024 Twelve Points Wealth Management LLC38,406$1.35M0.6%-6.5%0.948%
1/12/2024 Cardinal Point Capital Management ULC142,107$4.98M1.2%+1.0%3.509%
1/12/2024My Legacy Advisors LLC20,774$727K0.3%+2.0%0.513%
1/12/2024Empirical Asset Management LLC71,220$2.50M2.0%-1.8%1.759%
12/5/2023Austin Wealth Management LLC75,841$2.63M0.8%N/A1.873%
11/14/2023O Dell Group LLC144,600$5.09M1.6%+4.3%3.570%
11/13/2023LPL Financial LLC189,750$6.68M0.0%+13.5%4.685%
11/13/2023Cambria Investment Management L.P.420,635$14.81M1.2%-6.9%10.386%
11/13/2023Kestra Advisory Services LLC15,590$549K0.0%N/A0.385%
11/9/2023Betterment LLC89,422$3.15M0.0%-5.3%2.208%
11/8/2023 KLR Investment Advisors LLC32,640$1.10M1.0%-3.3%0.806%
11/8/2023Moors & Cabot Inc.8,000$282K0.0%+26.0%0.198%
11/7/2023Efficient Advisors LLC97,051$3.42M0.2%-11.1%2.396%
11/7/2023 Fermata Advisors LLC5,914$208K0.1%-4.8%0.146%
11/6/2023Washington Trust Bank20,483$721K0.1%-46.4%0.506%
11/3/2023Private Advisor Group LLC27,805$979K0.0%+14.1%0.687%
10/31/2023Endowment Wealth Management Inc.17,867$629K0.6%-2.9%0.441%
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10/20/2023Avestar Capital LLC197,573$6.96M1.0%+11.6%4.878%
10/20/2023 Cardinal Point Capital Management ULC140,657$4.95M1.3%+6.0%3.473%
10/13/2023 Cooper Financial Group16,818$592K0.1%-10.2%0.415%
10/11/2023AE Wealth Management LLC13,573$478K0.0%-5.4%0.335%
8/11/2023Cibc World Market Inc.56,189$1.97M0.0%N/A1.387%
8/10/2023Private Advisor Group LLC24,374$857K0.0%+15.2%0.602%
8/10/2023Moors & Cabot Inc.6,350$222K0.0%N/A0.157%
8/10/2023Cambria Investment Management L.P.451,846$15.81M1.3%+369.3%11.157%
8/10/2023Cetera Advisor Networks LLC51,296$1.80M0.0%+4.6%1.267%
8/10/2023 Cardinal Point Capital Management ULC132,687$4.64M1.4%-50.9%3.276%
8/10/2023Cetera Investment Advisers10,375$363K0.0%N/A0.256%
8/8/2023 KLR Investment Advisors LLC33,760$1.18M1.0%+3.4%0.834%
8/8/2023Efficient Advisors LLC109,134$3.82M0.2%-14.8%2.695%
8/4/2023Envestnet Asset Management Inc.57,828$2.02M0.0%+24.2%1.428%
8/2/2023Avestar Capital LLC177,070$6.20M1.0%N/A4.372%
8/1/2023Empirical Asset Management LLC74,848$2.62M2.3%+3.9%1.848%
7/31/2023LPL Financial LLC167,211$5.85M0.0%+2.3%4.129%
7/26/2023Creative Financial Designs Inc. ADV1,115$39K0.0%N/A0.028%
7/25/2023 Raymond James Financial Services Advisors Inc.27,662$968K0.0%+4.4%0.683%
7/24/2023 Fermata Advisors LLC6,210$217K0.2%N/A0.153%
7/14/2023My Legacy Advisors LLC20,587$721K0.3%+5.8%0.508%
7/13/2023 Twelve Points Wealth Management LLC40,045$1.40M0.7%+1.8%0.989%
5/16/2023Betterment LLC98,901$3.32M0.0%+5.1%2.536%
5/15/2023 KLR Investment Advisors LLC32,640$1.10M1.0%N/A0.837%
5/15/2023Washington Trust Bank48,006$1.61M0.2%+20.0%1.231%
5/12/2023O Dell Group LLC135,122$4.53M1.5%+1.0%3.465%
5/11/2023Cambria Investment Management L.P.96,278$3.23M0.3%+4.2%2.469%
5/10/2023Private Advisor Group LLC21,158$710K0.0%N/A0.543%
5/10/2023Endowment Wealth Management Inc.19,016$636K0.6%+4.4%0.488%
5/10/2023LPL Financial LLC163,391$5.48M0.0%+17.8%4.190%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC976$33K0.0%N/A0.025%
5/9/2023Efficient Advisors LLC128,041$4.30M0.3%-5.7%3.283%
5/4/2023 CX Institutional6,595$221K0.0%-92.2%0.169%
5/1/2023Truadvice LLC12,349$419K0.2%+5.3%0.317%
4/26/2023 Integrated Capital Management Inc.5,670$285K0.3%N/A0.145%
4/18/2023 Twelve Points Wealth Management LLC39,324$1.32M0.8%+23.5%0.925%
4/18/2023Empirical Asset Management LLC72,027$2.42M2.3%+26.1%1.695%
4/14/2023AE Wealth Management LLC14,189$476K0.0%+5.0%0.334%
4/11/2023My Legacy Advisors LLC19,467$648K0.3%+64.4%0.458%
2/13/2023GeoWealth Management LLC6,044$190K0.0%+56.2%0.142%
2/13/2023Heritage Wealth Management LLC2,426$77K0.0%+100.0%0.057%
2/13/2023Betterment LLC94,099$2.97M0.0%-3.0%2.214%
2/10/2023CoreCap Advisors LLC2,618$83K0.0%N/A0.062%
2/10/2023Moors & Cabot Inc.6,876$244K0.0%N/A0.162%
2/8/2023 Raymond James Financial Services Advisors Inc.26,493$835K0.0%+5.1%0.623%
2/8/2023Efficient Advisors LLC135,830$4.28M0.4%+6.1%3.196%
2/8/2023 Cambridge Investment Research Advisors Inc.19,182$605K0.0%+2.8%0.451%
2/8/2023Cardinal Point Wealth Management Partners LLC127,532$4.02M1.4%+346.1%3.001%
2/7/2023My Legacy Advisors LLC11,839$388K0.2%-6.5%0.279%
2/7/2023LPL Financial LLC138,729$4.38M0.0%+625.0%3.264%
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Central Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.

Find out why right here (and see what you can do to get in too with just a few dollars).
2/7/2023Envestnet Asset Management Inc.43,688$1.38M0.0%+12.9%1.028%
2/7/2023Moors & Cabot Inc.6,876$244K0.0%N/A0.162%
2/6/2023Washington Trust Bank39,992$1.26M0.1%+474.5%0.941%
2/3/2023 CX Institutional84,263$2.66M0.2%-6.4%1.983%
1/31/2023AE Wealth Management LLC13,518$426K0.0%+8.0%0.318%
1/31/2023Empirical Asset Management LLC57,141$1.80M1.9%-3.2%1.344%
1/20/2023Truadvice LLC11,724$373K0.2%+2.8%0.276%
1/17/2023 Twelve Points Wealth Management LLC31,854$1.01M0.7%+3.0%0.750%
1/13/2023 Cooper Financial Group18,678$589K0.2%+28.0%0.439%
12/13/2022Perigon Wealth Management LLC42,800$1.47M0.1%-1.5%1.084%
(Data available from 1/1/2016 forward)

WTMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTMF shares?

During the previous two years, 58 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were Cambria Investment Management L.P. ($14.81M), Centric Wealth Management ($10.16M), Ethos Financial Group LLC ($8.45M), LPL Financial LLC ($6.68M), Avestar Capital LLC ($5.47M), O Dell Group LLC ($5.02M), and Cardinal Point Capital Management ULC ($4.98M).Learn more on WTMF's institutional investors.

Which institutional investors have been buying WisdomTree Managed Futures Strategy Fund stock?

Of the 56 institutional investors that purchased WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambria Investment Management L.P. ($359.48K), Centric Wealth Management ($289.64K), Ethos Financial Group LLC ($240.95K), Avestar Capital LLC ($197.57K), LPL Financial LLC ($170.62K), FOCUS Wealth Advisors LLC ($121.55K), and Cardinal Point Wealth Management Partners LLC ($119.17K).

How much institutional buying is happening at WisdomTree Managed Futures Strategy Fund?

Institutional investors have bought a total of 2,525,653 shares in the last 24 months. This purchase volume represents approximately $87.44M in transactions.

Which WisdomTree Managed Futures Strategy Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cardinal Point Capital Management ULC ($137.82K), CX Institutional ($115.72K), Washington Trust Bank ($98.10K), Cambria Investment Management L.P. ($87.29K), Efficient Advisors LLC ($82.55K), CoreCap Advisors LLC ($69.77K), and Avestar Capital LLC ($41.71K).

How much institutional selling is happening at WisdomTree Managed Futures Strategy Fund?

Institutional investors have sold a total of 698,868 shares in the last 24 months. This volume of shares sold represents approximately $24.39M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 4/26/2024 by MarketBeat.com Staff

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