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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$36.72 +0.11 (+0.30%)
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Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$51.02M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$61.44M
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WTMF Institutional Buying and Selling by Quarter

WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/14/2025 Jane Street Group LLC21,999$777K0.0%-23.1%0.489%
8/14/2025 Raymond James Financial Inc.47,544$1.68M0.0%-20.2%1.057%
8/14/2025 Betterment LLC12,448$440K0.0%-82.3%0.277%
8/13/2025 Avestar Capital LLC144,674$5.11M0.3%+1.0%3.215%
8/13/2025 Elios Financial Group Inc.20,734$732K0.3%+17.8%0.461%
8/12/2025 Centric Wealth Management11,758$426K0.1%-12.1%0.261%
8/12/2025 JPMorgan Chase & Co.23,462$828K0.0%-11.9%0.521%
8/11/2025 Alteri Wealth LLC7,485$264K0.1%+20.4%0.166%
8/8/2025 Cetera Investment Advisers87,984$3.11M0.0%+1.7%1.955%
8/8/2025 Austin Wealth Management LLC14,732$531K0.1%-69.0%0.327%
8/7/2025 Efficient Advisors LLC46,722$1.65M0.1%-25.0%1.038%
8/6/2025 AE Wealth Management LLC2,210$78K0.0%-29.0%0.049%
8/6/2025 Vestmark Advisory Solutions Inc.82,418$2.91M0.0%+148.0%1.832%
8/6/2025 Washington Trust Bank31,146$1.10M0.1%-16.7%0.692%
8/6/2025 Golden State Wealth Management LLC5,275$186K0.0%+60.0%0.117%
8/6/2025 Ethos Financial Group LLC42,442$1.50M0.1%-8.2%0.943%
8/6/2025 O Dell Group LLC312,069$11.02M2.7%+0.8%6.935%
8/1/2025 Envestnet Asset Management Inc.77,289$2.73M0.0%+37.9%1.718%
7/31/2025 Glass Jacobson Investment Advisors llc4,181$148K0.1%-36.7%0.093%
7/29/2025 Empirical Asset Management LLC59,627$2.11M0.7%+1.9%1.325%
7/28/2025 Harbour Investments Inc.10,984$388K0.0%+13.4%0.244%
7/25/2025 Endowment Wealth Management Inc.16,037$566K0.3%-3.2%0.356%
7/23/2025 Columbus Macro LLC28,512$1.01M0.1%+9.3%0.634%
7/23/2025 REAP Financial Group LLC11,928$421K0.1%-6.0%0.265%
7/23/2025 Kingswood Wealth Advisors LLC11,756$415K0.0%N/A0.261%
7/18/2025 Cooper Financial Group15,579$550K0.1%-17.7%0.346%
7/15/2025 Axis Wealth Partners LLC11,373$402K0.3%-5.3%0.253%
7/14/2025 Sowell Financial Services LLC6,626$234K0.0%N/A0.147%
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%
5/19/2025 Jane Street Group LLC28,594$976K0.0%-30.5%0.628%
5/15/2025 Betterment LLC70,485$2.41M0.0%-5.0%1.549%
5/15/2025 Centric Wealth Management13,374$456K0.1%-3.8%0.294%
5/14/2025 Entrewealth LLC6,956$237K0.2%-29.8%0.153%
5/14/2025 Freedom Investment Management Inc.6,522$223K0.0%N/A0.143%
5/14/2025 ZEGA Investments LLC6,938$237K0.0%N/A0.152%
5/13/2025 Ethos Financial Group LLC46,211$1.59M0.2%+238.8%1.016%
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5/13/2025 Vestmark Advisory Solutions Inc.33,229$1.13M0.0%N/A0.730%
5/13/2025 Trajan Wealth LLC12,806$437K0.0%-9.5%0.281%
5/12/2025 Cooper Financial Group18,922$646K0.1%+13.3%0.416%
5/9/2025 Endowment Wealth Management Inc.16,571$566K0.4%+9.5%0.364%
5/8/2025 Harbour Investments Inc.9,683$330K0.0%+22.6%0.213%
5/7/2025 LPL Financial LLC150,991$5.15M0.0%-1.8%3.318%
5/7/2025 Alteri Wealth LLC6,218$212K0.1%N/A0.137%
5/6/2025 Cetera Investment Advisers86,482$2.95M0.0%+55.9%1.901%
5/6/2025 AE Wealth Management LLC3,112$106K0.0%-20.0%0.068%
5/6/2025 Efficient Advisors LLC62,312$2.13M0.1%-11.5%1.369%
5/5/2025 Private Advisor Group LLC25,604$874K0.0%+6.5%0.563%
5/2/2025 PAX Financial Group LLC11,991$409K0.1%+54.3%0.264%
5/1/2025 Austin Wealth Management LLC47,592$1.61M0.3%-10.7%1.046%
4/30/2025 Washington Trust Bank37,390$1.28M0.1%-39.5%0.822%
4/29/2025 Envestnet Asset Management Inc.56,052$1.91M0.0%+215.4%1.232%
4/29/2025 OneDigital Investment Advisors LLC510,539$17.43M0.2%-7.3%11.221%
4/28/2025 Axis Wealth Partners LLC12,010$410K0.3%+39.0%0.264%
4/24/2025 Golden State Wealth Management LLC3,297$113K0.0%+1,508.3%0.072%
4/23/2025 Creative Financial Designs Inc. ADV2,441$83K0.0%-25.2%0.054%
4/23/2025 Golden State Wealth Management LLC6,594$225K0.0%+3,116.6%0.145%
4/22/2025 Cambridge Investment Research Advisors Inc.8,329$284K0.0%N/A0.183%
4/21/2025 O Dell Group LLC309,653$10.57M2.7%-2.2%6.806%
4/17/2025 Columbus Macro LLC26,091$890K0.1%N/A0.567%
4/17/2025 Stewardship Advisors LLC267,080$9.12M2.5%+15.8%5.806%
4/15/2025 CX Institutional881$30K0.0%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC17,542$613K0.0%N/A0.390%
2/27/2025 REAP Financial Group LLC15,480$541K0.1%-13.1%0.329%
2/25/2025 Armis Advisers LLC45,366$1.59M0.2%N/A0.965%
2/18/2025 CSS LLC IL10,541$368K0.0%N/A0.187%
2/17/2025 Cetera Investment Advisers55,485$1.94M0.0%+3.6%0.982%
2/14/2025 Jane Street Group LLC41,113$1.44M0.0%N/A0.728%
2/14/2025 Betterment LLC74,212$2.59M0.0%-1.6%1.313%
2/14/2025 Two Sigma Securities LLC6,573$230K0.0%N/A0.116%
2/14/2025 Susquehanna International Group LLP43,449$1.52M0.0%-49.8%0.769%
2/14/2025 IHT Wealth Management LLC49,972$1.75M0.1%-90.8%0.884%
2/14/2025 OneDigital Investment Advisors LLC550,691$19.24M0.2%+7.9%9.747%
2/14/2025 Transce3nd LLC1,608$56K0.0%N/A0.028%
2/14/2025 Trajan Wealth LLC14,155$494K0.0%-8.8%0.251%
2/13/2025 Glass Jacobson Investment Advisors llc6,604$231K0.1%N/A0.117%
2/13/2025 Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/13/2025 Envestnet Asset Management Inc.17,769$621K0.0%-55.4%0.314%
2/13/2025 Wells Fargo & Company MN153,267$5.35M0.0%+59.3%2.713%
2/12/2025 PAX Financial Group LLC7,771$271K0.0%+13.5%0.138%
2/12/2025 Centric Wealth Management13,897$485K0.1%-5.2%0.246%
2/12/2025 Invenio Wealth Partners LLC12,921$451K0.2%-94.0%0.229%
2/12/2025 JPMorgan Chase & Co.23,145$808K0.0%+9.4%0.410%
2/11/2025 Sequent Planning LLC13,093$457K0.2%+4.6%0.232%
2/11/2025 LPL Financial LLC153,756$5.37M0.0%-3.9%2.721%
2/11/2025 Virtu Financial LLC19,860$694K0.0%N/A0.352%
2/11/2025 Washington Trust Bank61,823$2.16M0.2%-48.4%1.094%
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2/11/2025 Comprehensive Wealth Management LLC54,211$1.89M1.4%-3.0%0.959%
2/10/2025 Entrewealth LLC9,906$351K0.3%N/A0.175%
2/10/2025 Creative Financial Designs Inc. ADV3,264$114K0.0%+17.8%0.058%
2/10/2025 Commonwealth Equity Services LLC24,598$859K0.0%+157.2%0.435%
2/10/2025 Austin Wealth Management LLC53,269$1.90M0.4%-11.8%0.943%
2/10/2025 Farther Finance Advisors LLC2,200$77K0.0%+72.0%0.039%
2/7/2025 Endowment Wealth Management Inc.15,132$529K0.4%+4.2%0.268%
2/7/2025 Efficient Advisors LLC70,414$2.46M0.2%+1.8%1.246%
2/7/2025 Axis Wealth Partners LLC8,643$302K0.3%N/A0.153%
2/6/2025 Ethos Financial Group LLC13,639$476K0.1%-95.2%0.241%
(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, 79 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 ($11.02M), Stewardship Advisors LLC ($9.55M), Wells Fargo & Company MN ($5.35M), LPL Financial LLC ($5.15M), and Avestar Capital LLC ($5.11M).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 71 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: 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), O Dell Group LLC ($169.72K), and Washington Trust Bank ($152.24K).

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

Institutional investors have bought a total of 1,455,304 shares in the last 24 months. This purchase volume represents approximately $51.02M in transactions.

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

Of the 32 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 ($280.53K), Ethos Financial Group LLC ($273.06K), Invenio Wealth Partners LLC ($201.37K), Washington Trust Bank ($88.69K), Betterment LLC ($62.96K), and Austin Wealth Management LLC ($50.00K).

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

Institutional investors have sold a total of 1,754,056 shares in the last 24 months. This volume of shares sold represents approximately $61.44M in transactions.



This page (NYSEARCA:WTMF) was last updated on 8/27/2025 by MarketBeat.com Staff
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