Free Trial
→ Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (From Brownstone Research) (Ad) Free WTMF Stock Alerts

WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$35.81 +0.04 (+0.11%)
As of 07/11/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$48.26M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$57.10M
Get WTMF Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Managed Futures Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WTMF Institutional Buying and Selling by Quarter

WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Stewardship Advisors LLC270,389$9.55M2.4%+1.2%6.009%
7/10/2025 Rockland Trust Co.6,024$213K0.0%N/A0.134%
7/7/2025 Discipline Wealth Solutions LLC13,790$487K0.2%N/A0.306%
5/19/2025Jane Street Group LLC28,594$976K0.0%-30.5%0.628%
5/15/2025Betterment LLC70,485$2.41M0.0%-5.0%1.549%
5/15/2025Centric Wealth Management13,374$456K0.1%-3.8%0.294%
5/14/2025Entrewealth LLC6,956$237K0.2%-29.8%0.153%
5/14/2025Freedom Investment Management Inc.6,522$223K0.0%N/A0.143%
5/14/2025ZEGA Investments LLC6,938$237K0.0%N/A0.152%
5/13/2025Ethos Financial Group LLC46,211$1.59M0.2%+238.8%1.016%
5/13/2025Vestmark Advisory Solutions Inc.33,229$1.13M0.0%N/A0.730%
5/13/2025Trajan Wealth LLC12,806$437K0.0%-9.5%0.281%
5/12/2025Cooper Financial Group18,922$646K0.1%+13.3%0.416%
5/9/2025Endowment Wealth Management Inc.16,571$566K0.4%+9.5%0.364%
5/8/2025Harbour Investments Inc.9,683$330K0.0%+22.6%0.213%
5/7/2025LPL Financial LLC150,991$5.15M0.0%-1.8%3.318%
5/7/2025Alteri Wealth LLC6,218$212K0.1%N/A0.137%
5/6/2025Cetera Investment Advisers86,482$2.95M0.0%+55.9%1.901%
5/6/2025AE Wealth Management LLC3,112$106K0.0%-20.0%0.068%
5/6/2025Efficient Advisors LLC62,312$2.13M0.1%-11.5%1.369%
5/5/2025Private Advisor Group LLC25,604$874K0.0%+6.5%0.563%
5/2/2025PAX Financial Group LLC11,991$409K0.1%+54.3%0.264%
5/1/2025Austin Wealth Management LLC47,592$1.61M0.3%-10.7%1.046%
4/30/2025Washington Trust Bank37,390$1.28M0.1%-39.5%0.822%
4/29/2025Envestnet Asset Management Inc.56,052$1.91M0.0%+215.4%1.232%
4/29/2025OneDigital Investment Advisors LLC510,539$17.43M0.2%-7.3%11.221%
4/28/2025Axis Wealth Partners LLC12,010$410K0.3%+39.0%0.264%
4/24/2025Golden State Wealth Management LLC3,297$113K0.0%+1,508.3%0.072%
4/23/2025Creative Financial Designs Inc. ADV2,441$83K0.0%-25.2%0.054%
4/23/2025Golden State Wealth Management LLC6,594$225K0.0%+3,116.6%0.145%
4/22/2025Cambridge Investment Research Advisors Inc.8,329$284K0.0%N/A0.183%
4/21/2025O Dell Group LLC309,653$10.57M2.7%-2.2%6.806%
4/17/2025Columbus Macro LLC26,091$890K0.1%N/A0.567%
4/17/2025 Stewardship Advisors LLC267,080$9.12M2.5%+15.8%5.806%
4/15/2025CX Institutional881$30K0.0%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC17,542$613K0.0%N/A0.390%
2/27/2025REAP Financial Group LLC15,480$541K0.1%-13.1%0.329%
2/25/2025Armis Advisers LLC45,366$1.59M0.2%N/A0.965%
2/18/2025CSS LLC IL10,541$368K0.0%N/A0.187%
2/17/2025Cetera Investment Advisers55,485$1.94M0.0%+3.6%0.982%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/14/2025Jane Street Group LLC41,113$1.44M0.0%N/A0.728%
2/14/2025Betterment LLC74,212$2.59M0.0%-1.6%1.313%
2/14/2025Two Sigma Securities LLC6,573$230K0.0%N/A0.116%
2/14/2025Susquehanna International Group LLP43,449$1.52M0.0%-49.8%0.769%
2/14/2025IHT Wealth Management LLC49,972$1.75M0.1%-90.8%0.884%
2/14/2025OneDigital Investment Advisors LLC550,691$19.24M0.2%+7.9%9.747%
2/14/2025Transce3nd LLC1,608$56K0.0%N/A0.028%
2/14/2025Trajan Wealth LLC14,155$494K0.0%-8.8%0.251%
2/13/2025Glass Jacobson Investment Advisors llc6,604$231K0.1%N/A0.117%
2/13/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/13/2025Envestnet Asset Management Inc.17,769$621K0.0%-55.4%0.314%
2/13/2025Wells Fargo & Company MN153,267$5.35M0.0%+59.3%2.713%
2/12/2025PAX Financial Group LLC7,771$271K0.0%+13.5%0.138%
2/12/2025Centric Wealth Management13,897$485K0.1%-5.2%0.246%
2/12/2025Invenio Wealth Partners LLC12,921$451K0.2%-94.0%0.229%
2/12/2025JPMorgan Chase & Co.23,145$808K0.0%+9.4%0.410%
2/11/2025Sequent Planning LLC13,093$457K0.2%+4.6%0.232%
2/11/2025LPL Financial LLC153,756$5.37M0.0%-3.9%2.721%
2/11/2025Virtu Financial LLC19,860$694K0.0%N/A0.352%
2/11/2025Washington Trust Bank61,823$2.16M0.2%-48.4%1.094%
2/11/2025Comprehensive Wealth Management LLC54,211$1.89M1.4%-3.0%0.959%
2/10/2025Entrewealth LLC9,906$351K0.3%N/A0.175%
2/10/2025Creative Financial Designs Inc. ADV3,264$114K0.0%+17.8%0.058%
2/10/2025Commonwealth Equity Services LLC24,598$859K0.0%+157.2%0.435%
2/10/2025Austin Wealth Management LLC53,269$1.90M0.4%-11.8%0.943%
2/10/2025Farther Finance Advisors LLC2,200$77K0.0%+72.0%0.039%
2/7/2025Endowment Wealth Management Inc.15,132$529K0.4%+4.2%0.268%
2/7/2025Efficient Advisors LLC70,414$2.46M0.2%+1.8%1.246%
2/7/2025Axis Wealth Partners LLC8,643$302K0.3%N/A0.153%
2/6/2025Ethos Financial Group LLC13,639$476K0.1%-95.2%0.241%
2/6/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/3/2025Private Advisor Group LLC24,048$840K0.0%+1.6%0.426%
1/29/2025Avestar Capital LLC172,198$6.02M0.5%-2.4%3.048%
1/29/2025Howard Bailey Securities LLC76,348$2.67M1.0%+8.6%1.351%
1/24/2025Concord Wealth Partners1,397$49K0.0%+79.8%0.025%
1/23/2025 Strategic Advocates LLC31,831$1.11M0.4%+15.7%0.563%
1/23/2025Synergy Asset Management LLC1,823$65K0.0%N/A0.032%
1/23/2025Twelve Points Wealth Management LLC9,171$320K0.1%-72.5%0.162%
1/21/2025 Stewardship Advisors LLC230,540$8.05M2.2%+3.5%4.080%
1/15/2025Empirical Asset Management LLC50,543$1.77M0.1%+8.2%0.895%
1/14/2025 Rockland Trust Co.59,001$2.06M0.1%N/A1.044%
1/13/2025Cooper Financial Group16,700$583K0.1%+4.1%0.296%
12/26/2024JPMorgan Chase & Co.21,164$752K0.0%-8.4%0.375%
11/18/2024Asset Allocation Strategies LLC45,229$1.61M0.5%N/A0.801%
11/15/2024IHT Wealth Management LLC544,962$19.36M0.5%+0.7%9.645%
11/14/2024Centric Wealth Management14,659$517K0.1%-95.0%0.259%
11/13/2024Avestar Capital LLC176,456$6.27M0.6%-6.1%3.123%
11/13/2024Elios Financial Group Inc.17,360$617K0.3%N/A0.307%
11/6/2024OneDigital Investment Advisors LLC510,288$18.13M0.2%+61.1%9.032%
11/6/2024Comprehensive Wealth Management LLC55,878$1.99M1.3%+7.3%0.989%
Buffett’s $325 Billion Cash Problem — Solved by Gold? (Ad)

A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most investors are still asleep… but not for long. Garrett Goggin’s latest research reveals how you can “front-run” the greatest investor alive by positioning in four small miners sitting on up to 100X potential upside. When this hits the news — it’ll be too late.

Discover how you could front-run Buffett’s gold move with Garrett’s Top Four picks.
11/5/2024Harbour Investments Inc.7,807$277K0.0%+31.0%0.138%
11/1/2024Assetmark Inc.922$33K0.0%N/A0.016%
10/31/2024Washington Trust Bank119,839$4.26M0.4%+186.2%2.121%
10/29/2024Farther Finance Advisors LLC1,279$45K0.0%N/A0.023%
10/28/2024Austin Wealth Management LLC60,391$2.12M0.5%-6.7%1.069%
10/25/2024Trajan Wealth LLC15,516$551K0.0%-15.9%0.275%
10/24/2024Concord Wealth Partners777$28K0.0%N/A0.014%
10/22/2024Private Advisor Group LLC23,671$841K0.0%-18.4%0.419%
10/22/2024My Legacy Advisors LLC6,043$215K0.1%-65.3%0.107%
10/21/2024 Stewardship Advisors LLC222,699$7.91M2.2%N/A3.942%
(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, 78 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($17.43M), Cambria Investment Management L.P. ($14.81M), O Dell Group LLC ($10.57M), Stewardship Advisors LLC ($9.55M), Avestar Capital LLC ($6.02M), Wells Fargo & Company MN ($5.35M), and LPL Financial LLC ($5.15M).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 72 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: Cambria Investment Management L.P. ($355.57K), Ethos Financial Group LLC ($293.31K), Centric Wealth Management ($289.64K), Stewardship Advisors LLC ($270.39K), Jane Street Group LLC ($259.42K), OneDigital Investment Advisors LLC ($233.86K), and Avestar Capital LLC ($197.57K).

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

Institutional investors have bought a total of 1,375,734 shares in the last 24 months. This purchase volume represents approximately $48.26M in transactions.

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

Of the 28 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: IHT Wealth Management LLC ($494.99K), Centric Wealth Management ($278.91K), Ethos Financial Group LLC ($269.29K), Invenio Wealth Partners LLC ($201.37K), Washington Trust Bank ($121.56K), Susquehanna International Group LLP ($43.02K), and OneDigital Investment Advisors LLC ($40.15K).

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

Institutional investors have sold a total of 1,629,690 shares in the last 24 months. This volume of shares sold represents approximately $57.10M in transactions.


Related Companies

This page (NYSEARCA:WTMF) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump Exec Order 14179 is wealth “gift” to good Americans?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored