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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$40.88 +0.06 (+0.14%)
As of 02:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$52.20M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$20.79M
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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
5/1/2026 Fifth Third Bancorp5,547$220K0.0%N/A0.101%
4/30/2026 Efficient 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%
4/23/2026 Asset Allocation Strategies LLC31,486$1.25M0.2%+2.1%0.578%
4/21/2026 Sequent 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%
2/18/2026VestGen Advisors LLC13,581$516K0.0%N/A0.252%
2/17/2026Cetera 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%
2/16/2026MML Investors Services LLC5,530$210K0.0%-83.9%0.102%
2/16/2026Aptus Capital Advisors LLC1,491$57K0.0%N/A0.028%
2/13/2026 Kestra Advisory Services LLC26,053$991K0.0%+5.1%0.482%
2/13/2026Stifel Financial Corp16,179$615K0.0%N/A0.300%
2/13/2026Arkadios 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%
2/13/2026 Asset 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%
2/11/2026Entelevest LLC9,798$373K0.4%N/A0.181%
2/11/2026Alteri Wealth LLC9,481$360K0.1%+9.4%0.176%
2/11/2026 Howard Bailey Securities LLC9,210$350K0.1%-87.6%0.171%
2/11/2026LPL Financial LLC450,357$17.12M0.0%+36.9%8.340%
2/11/2026Comprehensive Wealth Management LLC26,760$1.02M0.6%+20.4%0.496%
2/10/2026Avestar Capital LLC129,203$4.91M0.3%-1.4%2.393%
2/10/2026Tidemark LLC250,990$9.54M2.7%N/A4.648%
2/10/2026IFG Advisory LLC5,270$200K0.0%N/A0.098%
2/9/2026Endowment Wealth Management Inc.17,465$664K0.3%+7.6%0.323%
2/9/2026Harbour Investments Inc.14,929$568K0.0%+10.7%0.276%
2/6/2026Empirical Asset Management LLC17,735$674K0.1%-41.5%0.328%
2/6/2026Trajan Wealth LLC7,436$283K0.0%-12.0%0.138%
2/5/2026 Sequent 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%
2/4/2026Centric 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%
1/13/2026Team Financial Group LLC4,078$155K0.1%+7.9%0.079%
1/13/2026 CoreCap Advisors LLC941$36K0.0%-25.1%0.018%
1/8/2026 Efficient Advisors LLC34,820$1.32M0.1%-7.2%0.670%
1/8/2026 Cooper Financial Group16,273$619K0.1%+1.9%0.322%
1/1/2026JPMorgan 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%
11/17/2025Strategic 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%
11/13/2025 Sequent Planning LLC15,928$603K0.2%+9.5%0.335%
11/12/2025Cambria Investment Management L.P.6,065$230K0.0%-44.7%0.128%
11/12/2025Empirical Asset Management LLC30,334$1.15M0.2%-49.1%0.639%
11/10/2025Trajan Wealth LLC8,449$320K0.0%-21.5%0.178%
11/10/2025Alteri Wealth LLC8,664$328K0.1%+15.8%0.182%
11/10/2025Vestmark Advisory Solutions Inc.44,693$1.69M0.0%-45.8%0.941%
11/10/2025OneDigital Investment Advisors LLC475,576$18.02M0.2%-4.4%10.012%
11/7/2025Avestar Capital LLC131,042$4.97M0.3%-9.4%2.759%
11/7/2025JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
11/6/2025REAP Financial Group LLC11,578$439K0.1%-2.9%0.244%
11/5/2025Envestnet Asset Management Inc.85,050$3.22M0.0%+10.0%1.810%
11/4/2025Comprehensive 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%
11/4/2025Centric 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%
10/27/2025 Concurrent Investment Advisors LLC8,600$326K0.0%N/A0.183%
10/24/2025Washington 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%
10/23/2025Ethos 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%
10/8/2025 Asset Allocation Strategies LLC27,631$1.05M0.2%-25.8%0.601%
10/7/2025 Cooper Financial Group15,965$605K0.1%+2.5%0.347%
10/7/2025Team Financial Group LLC3,778$143K0.1%+9.1%0.082%
9/4/2025Osaic Holdings Inc.15,247$538K0.0%+21.5%0.339%
8/15/2025 Asset Allocation Strategies LLC37,217$1.31M0.3%-37.5%0.827%
8/15/2025MML Investors Services LLC28,979$1.02M0.0%+144.8%0.644%
8/14/2025Jane Street Group LLC21,999$777K0.0%-23.1%0.489%
8/14/2025Raymond James Financial Inc.47,544$1.68M0.0%-20.2%1.057%
8/14/2025Betterment LLC12,448$440K0.0%-82.3%0.277%
8/13/2025Avestar Capital LLC144,674$5.11M0.3%+1.0%3.215%
8/13/2025Elios Financial Group Inc.20,734$732K0.3%+17.8%0.461%


WTMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTMF shares?

During the previous two years, 91 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), Cetera Investment Advisers ($9.99M), Earned Wealth Advisors LLC ($9.95M), and Tidemark LLC ($9.54M).Learn more on WisdomTree Managed Futures Strategy Fund's institutional investors.

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

Of the 78 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 ($261.69K), Cetera Investment Advisers ($260.98K), Jane Street Group LLC ($259.42K), Tidemark LLC ($250.99K), OneDigital Investment Advisors LLC ($233.86K), and O Dell Group LLC ($171.49K).

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

Institutional investors have bought a total of 1,394,741 shares in the last 24 months. This purchase volume represents approximately $52.20M in transactions.

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

Of the 35 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: Betterment LLC ($66.45K), Howard Bailey Securities LLC ($66.27K), Empirical Asset Management LLC ($41.89K), Vestmark Advisory Solutions Inc. ($37.73K), Raymond James Financial Inc. ($36.49K), Wells Fargo & Company MN ($35.24K), and Austin Wealth Management LLC ($32.86K).

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

Institutional investors have sold a total of 562,882 shares in the last 24 months. This volume of shares sold represents approximately $20.79M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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