Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$41.09 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$41.14 +0.04 (+0.11%)
As of 05/22/2026 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$49.06M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$21.48M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2026 Earned 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%
4/30/2026 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%
2/18/2026 VestGen Advisors LLC13,581$516K0.0%N/A0.252%
2/17/2026 Cetera Investment Advisers262,733$9.99M0.0%+225.5%4.865%
2/17/2026 Osaic Holdings Inc.36,134$1.37M0.0%+128.0%0.669%
2/17/2026 &PARTNERS11,336$425K0.0%+5.2%0.210%
2/17/2026 Royal 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%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/10/2026 IFG 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%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
2/6/2026 Empirical Asset Management LLC17,735$674K0.1%-41.5%0.328%
2/6/2026 Trajan 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%
2/4/2026 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%
1/27/2026 Earned 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%
1/8/2026 Efficient Advisors LLC34,820$1.32M0.1%-7.2%0.670%
1/8/2026 Cooper Financial Group16,273$619K0.1%+1.9%0.322%
1/1/2026 JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
12/1/2025 Cambria 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%
11/17/2025 Susquehanna International Group LLP16,345$619K0.0%-4.3%0.344%
11/14/2025 Raymond 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%
11/13/2025 Betterment 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%
11/12/2025 Cambria 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%
11/10/2025 Trajan Wealth LLC8,449$320K0.0%-21.5%0.178%
11/10/2025 Alteri Wealth LLC8,664$328K0.1%+15.8%0.182%
11/10/2025 Vestmark 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%
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%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
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%
10/8/2025 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%
10/7/2025 Team Financial Group LLC3,778$143K0.1%+9.1%0.082%
9/4/2025 Osaic 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%
8/15/2025 MML Investors Services LLC28,979$1.02M0.0%+144.8%0.644%


WTMF Institutional Ownership - Frequently Asked Questions

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), 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 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 ($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 1,298,591 shares in the last 24 months. This purchase volume represents approximately $49.06M in transactions.

Of the 34 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), Betterment LLC ($62.73K), Arkadios Wealth Advisors ($45.56K), Empirical Asset Management LLC ($41.89K), Vestmark Advisory Solutions Inc. ($37.73K), Raymond James Financial Inc. ($36.49K), and Wells Fargo & Company MN ($35.24K).

Institutional investors have sold a total of 575,729 shares in the last 24 months. This volume of shares sold represents approximately $21.48M in transactions.


Related Companies

This page (NYSEARCA:WTMF) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel