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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$41.78 +0.05 (+0.12%)
Closing price 04:10 PM Eastern
Extended Trading
$41.80 +0.02 (+0.04%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$44.60M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$16.28M
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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
7/8/2026 Cooper Financial Group15,110$617K0.1%-5.8%0.261%
7/7/2026 Financial Enhancement Group LLC22,492$919K0.1%+5.0%0.391%
6/3/2026 Parallel Advisors LLC782$31K0.0%N/A0.014%
5/19/2026 Arkadios Wealth Advisors14,361$570K0.0%-76.0%0.261%
5/15/2026 Gateway Wealth Partners LLC7,380$293K0.0%N/A0.134%
5/13/2026 Cetera Investment Advisers269,132$10.68M0.0%+2.4%4.893%
5/7/2026Earned Wealth Advisors LLC272,900$10.83M0.7%+4.3%4.962%
5/7/2026 Parallel Advisors LLC782$31K0.0%N/A0.014%
5/1/2026 Fifth Third Bancorp5,547$220K0.0%N/A0.101%
4/30/2026Efficient Advisors LLC35,208$1.40M0.1%+1.1%0.640%
4/27/2026 Private Advisor Group LLC24,100$956K0.0%+1.6%0.442%
4/25/2026 Axis Wealth Partners LLC16,345$649K0.3%+5.5%0.300%
4/23/2026Asset Allocation Strategies LLC31,486$1.25M0.2%+2.1%0.578%
4/21/2026Sequent Planning LLC17,707$703K0.2%+1.9%0.325%
4/21/2026 Columbus Macro LLC37,210$1.48M0.2%+9.7%0.683%
4/20/2026 Financial Enhancement Group LLC21,426$864K0.1%N/A0.393%
4/17/2026 Discipline Wealth Solutions LLC8,252$327K0.0%-30.7%0.151%
4/17/2026 Stewardship Advisors LLC282,078$11.19M2.6%+0.9%5.176%
2/18/2026 VestGen Advisors LLC13,581$516K0.0%N/A0.252%
2/17/2026 Cetera Investment Advisers262,733$9.99M0.0%+225.5%4.865%
2/17/2026Osaic Holdings Inc.36,134$1.37M0.0%+128.0%0.669%
2/17/2026&PARTNERS11,336$425K0.0%+5.2%0.210%
2/17/2026Royal Bank of Canada3,123$119K0.0%-29.9%0.058%
2/16/2026 MML Investors Services LLC5,530$210K0.0%-83.9%0.102%
2/16/2026 Aptus Capital Advisors LLC1,491$57K0.0%N/A0.028%
2/13/2026 Kestra Advisory Services LLC26,053$991K0.0%+5.1%0.482%
2/13/2026 Stifel Financial Corp16,179$615K0.0%N/A0.300%
2/13/2026 Arkadios Wealth Advisors59,920$2.28M0.0%N/A1.110%
2/13/2026 Golden State Wealth Management LLC3,479$132K0.0%-28.4%0.064%
2/13/2026Wells Fargo & Company MN40,144$1.53M0.0%-46.7%0.743%
2/13/2026Asset Allocation Strategies LLC30,841$1.17M0.2%+11.6%0.571%
2/12/2026Jane Street Group LLC13,916$529K0.0%-24.7%0.258%
2/12/2026Litman Gregory Wealth Management LLC3,470$132K0.0%N/A0.064%
2/11/2026 Entelevest LLC9,798$373K0.4%N/A0.181%
2/11/2026 Alteri Wealth LLC9,481$360K0.1%+9.4%0.176%
2/11/2026 Howard Bailey Securities LLC9,210$350K0.1%-87.6%0.171%
2/11/2026 LPL Financial LLC450,357$17.12M0.0%+36.9%8.340%
2/11/2026 Comprehensive Wealth Management LLC26,760$1.02M0.6%+20.4%0.496%
2/10/2026 Avestar Capital LLC129,203$4.91M0.3%-1.4%2.393%
2/10/2026 Tidemark LLC250,990$9.54M2.7%N/A4.648%
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2/10/2026IFG Advisory LLC5,270$200K0.0%N/A0.098%
2/9/2026 Endowment Wealth Management Inc.17,465$664K0.3%+7.6%0.323%
2/9/2026 Harbour Investments Inc.14,929$568K0.0%+10.7%0.276%
2/6/2026 Empirical Asset Management LLC17,735$674K0.1%-41.5%0.328%
2/6/2026Trajan Wealth LLC7,436$283K0.0%-12.0%0.138%
2/5/2026Sequent Planning LLC17,372$660K0.2%+9.1%0.322%
2/5/2026 PAX Financial Group LLC14,169$539K0.1%+9.3%0.262%
2/4/2026 Global Wealth Management Investment Advisory Inc.22,612$860K0.1%N/A0.427%
2/4/2026 Centric Wealth Management9,553$369K0.1%-12.6%0.180%
1/30/2026 Axis Wealth Partners LLC15,486$589K0.3%+4.5%0.292%
1/29/2026Comerica Bank3,293$125K0.0%+408.2%0.063%
1/28/2026 Kingswood Wealth Advisors LLC25,922$986K0.0%+5.7%0.494%
1/27/2026Earned Wealth Advisors LLC261,688$9.95M0.7%N/A4.985%
1/26/2026 Merit Financial Group LLC6,712$255K0.0%N/A0.128%
1/26/2026 Discipline Wealth Solutions LLC11,914$453K0.1%-45.3%0.227%
1/22/2026 Glass Jacobson Investment Advisors llc2,942$112K0.0%-27.0%0.057%
1/21/2026 Sowell Financial Services LLC7,781$296K0.0%+19.0%0.150%
1/15/2026 Stewardship Advisors LLC279,662$10.63M2.5%+1.3%5.430%
1/15/2026 Columbus Macro LLC33,916$1.29M0.1%+6.3%0.659%
1/13/2026 Team Financial Group LLC4,078$155K0.1%+7.9%0.079%
1/13/2026 CoreCap Advisors LLC941$36K0.0%-25.1%0.018%
1/8/2026Efficient Advisors LLC34,820$1.32M0.1%-7.2%0.670%
1/8/2026 Cooper Financial Group16,273$619K0.1%+1.9%0.322%
1/1/2026 JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
12/1/2025Cambria Investment Management L.P.6,065$230K0.0%-44.7%0.128%
11/17/2025 Strategic Wealth Partners Ltd.15,448$585K0.0%N/A0.325%
11/17/2025Susquehanna International Group LLP16,345$619K0.0%-4.3%0.344%
11/14/2025Raymond James Financial Inc.23,059$874K0.0%-51.5%0.485%
11/14/2025Comerica Bank648$25K0.0%-60.5%0.014%
11/13/2025 Invenio Wealth Partners LLC7,621$289K0.1%-41.0%0.160%
11/13/2025Betterment LLC7,759$294K0.0%-37.7%0.163%
11/13/2025 Private Advisor Group LLC24,703$936K0.0%-2.5%0.520%
11/13/2025Sequent Planning LLC15,928$603K0.2%+9.5%0.335%
11/12/2025Cambria Investment Management L.P.6,065$230K0.0%-44.7%0.128%
11/12/2025 Empirical Asset Management LLC30,334$1.15M0.2%-49.1%0.639%
11/10/2025Trajan Wealth LLC8,449$320K0.0%-21.5%0.178%
11/10/2025 Alteri Wealth LLC8,664$328K0.1%+15.8%0.182%
11/10/2025Vestmark Advisory Solutions Inc.44,693$1.69M0.0%-45.8%0.941%
11/10/2025 OneDigital Investment Advisors LLC475,576$18.02M0.2%-4.4%10.012%
11/7/2025 Avestar Capital LLC131,042$4.97M0.3%-9.4%2.759%
11/7/2025 JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
11/6/2025 REAP Financial Group LLC11,578$439K0.1%-2.9%0.244%
11/5/2025 Envestnet Asset Management Inc.85,050$3.22M0.0%+10.0%1.810%
11/4/2025 Comprehensive Wealth Management LLC22,219$842K0.6%+71.2%0.473%
11/4/2025 Howard Bailey Securities LLC74,064$2.81M1.1%-1.9%1.576%
11/4/2025 PAX Financial Group LLC12,964$491K0.1%+5.9%0.276%
11/4/2025 Centric Wealth Management10,936$416K0.1%-7.0%0.233%
11/3/2025 Golden State Wealth Management LLC4,861$184K0.0%-7.8%0.103%
10/29/2025 Stewardship Advisors LLC276,149$10.46M2.5%+2.1%5.876%
10/27/2025O Dell Group LLC319,746$12.11M2.6%+2.5%6.803%
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10/27/2025 Concurrent Investment Advisors LLC8,600$326K0.0%N/A0.183%
10/24/2025 Washington Trust Bank12,966$491K0.0%-58.4%0.273%
10/24/2025 Axis Wealth Partners LLC14,820$561K0.3%+30.3%0.312%
10/23/2025 Kingswood Wealth Advisors LLC24,523$929K0.1%+108.6%0.516%
10/23/2025 Ethos Financial Group LLC39,762$1.51M0.1%-6.3%0.837%
10/21/2025 Discipline Wealth Solutions LLC21,789$825K0.2%+58.0%0.474%
10/16/2025 Columbus Macro LLC31,897$1.21M0.1%+11.9%0.693%
10/8/2025Asset Allocation Strategies LLC27,631$1.05M0.2%-25.8%0.601%
10/7/2025 Cooper Financial Group15,965$605K0.1%+2.5%0.347%
10/7/2025 Team Financial Group LLC3,778$143K0.1%+9.1%0.082%


WTMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($18.02M), LPL Financial LLC ($17.12M), O Dell Group LLC ($12.11M), Stewardship Advisors LLC ($11.19M), Earned Wealth Advisors LLC ($10.83M), Cetera Investment Advisers ($10.68M), and Tidemark LLC ($9.54M).Learn more on WisdomTree Managed Futures Strategy Fund's institutional investors.

Of the 77 institutional investors that purchased WisdomTree Managed Futures Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stewardship Advisors LLC ($282.08K), Earned Wealth Advisors LLC ($272.90K), Tidemark LLC ($250.99K), OneDigital Investment Advisors LLC ($233.86K), Cetera Investment Advisers ($222.86K), LPL Financial LLC ($121.29K), and Raymond James Financial Inc. ($116.30K).

Institutional investors have bought a total of 1,171,931 shares in the last 24 months. This purchase volume represents approximately $44.60M in transactions.

Of the 30 institutional investors that sold WisdomTree Managed Futures Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Howard Bailey Securities LLC ($66.27K), Arkadios Wealth Advisors ($45.56K), Empirical Asset Management LLC ($41.89K), Vestmark Advisory Solutions Inc. ($37.73K), Wells Fargo & Company MN ($35.24K), Asset Allocation Strategies LLC ($31.96K), and MML Investors Services LLC ($28.79K).

Institutional investors have sold a total of 428,168 shares in the last 24 months. This volume of shares sold represents approximately $16.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:WTMF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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