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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$35.36 +0.03 (+0.08%)
Closing price 01/31/2025 04:10 PM Eastern
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$35.36 0.00 (0.00%)
As of 01/31/2025 05:30 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)
30
Total
Institutional Inflows
(last 12 months)
$65.81M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$19.42M
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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
1/29/2025 Avestar Capital LLC172,198$6.02M0.5%-2.4%3.048%
1/29/2025 Howard Bailey Securities LLC76,348$2.67M1.0%+8.6%1.351%
1/24/2025 Concord Wealth Partners1,397$49K0.0%+79.8%0.025%
1/23/2025 Strategic Advocates LLC31,831$1.11M0.4%+15.7%0.563%
1/23/2025 Synergy Asset Management LLC1,823$65K0.0%N/A0.032%
1/23/2025 Twelve 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%
1/15/2025 Empirical 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%
1/13/2025 Cooper 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%
11/13/2024 Avestar 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%
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%
10/24/2024 Concord Wealth Partners777$28K0.0%N/A0.014%
10/22/2024Private Advisor Group LLC23,671$841K0.0%-18.4%0.419%
10/22/2024 My Legacy Advisors LLC6,043$215K0.1%-65.3%0.107%
10/21/2024 Stewardship Advisors LLC222,699$7.91M2.2%N/A3.942%
10/16/2024 Twelve Points Wealth Management LLC33,300$1.18M0.4%-4.7%0.589%
10/11/2024 Empirical Asset Management LLC46,726$1.66M0.2%-27.7%0.827%
8/22/2024Cetera Investment Advisers53,884$1.95M0.0%-5.0%0.954%
8/5/2024Private Advisor Group LLC28,991$1.05M0.0%+81.9%0.513%
8/2/2024Endowment Wealth Management Inc.14,614$530K0.4%-2.5%0.259%
7/31/2024Austin Wealth Management LLC64,727$2.38M0.6%-0.9%1.146%
7/29/2024Washington Trust Bank41,876$1.52M0.2%-48.3%0.741%
7/27/2024Trajan Wealth LLC18,441$669K0.0%-16.2%0.326%
7/26/2024Harbour Investments Inc.5,958$216K0.0%+25.2%0.105%
7/24/2024 My Legacy Advisors LLC17,394$631K0.2%N/A0.308%
7/24/2024&PARTNERS41,425$1.50M0.1%+37.6%0.733%
7/12/2024 Cardinal Point Capital Management ULC6,760$245K0.0%-35.2%0.120%
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7/12/2024 Twelve Points Wealth Management LLC34,942$1.27M0.4%-7.2%0.618%
7/11/2024 Strategic Advocates LLC24,488$888K0.4%+23.4%0.433%
5/24/2024Cetera Advisors LLC6,305$236K0.0%N/A0.112%
5/24/2024Cetera Investment Advisers56,722$2.13M0.0%+364.9%1.004%
5/23/2024Austin Wealth Management LLC65,335$2.40M0.6%-8.0%1.156%
5/17/2024Comerica Bank759$28K0.0%-97.8%0.013%
5/16/2024Jane Street Group LLC218,309$8.19M0.0%N/A3.864%
5/9/2024Endowment Wealth Management Inc.14,983$562K0.4%-11.0%0.265%
5/8/2024Ethos Financial Group LLC260,740$9.78M1.9%+8.2%4.615%
5/8/2024 Advisors Preferred LLC4,655$175K0.0%+244.6%0.082%
5/8/2024O Dell Group LLC304,436$11.42M2.8%+112.8%5.388%
5/2/2024Comprehensive Wealth Management LLC49,762$1.87M1.5%-0.8%0.881%
5/1/2024Centric Wealth Management284,631$10.41M3.3%-1.7%5.038%
4/30/2024Private Advisor Group LLC15,939$598K0.0%-50.2%0.282%
4/25/2024Eudaimonia Partners LLC5,550$208K0.0%N/A0.107%
4/23/2024KLR Investment Advisors LLC28,991$1.07M0.8%-12.7%0.558%
4/23/2024Raymond James Financial Services Advisors Inc.57,556$2.16M0.0%-11.1%1.107%
4/11/2024&PARTNERS30,113$1.13M0.2%N/A0.744%
4/3/2024 Strategic Advocates LLC19,849$744K0.3%-4.3%0.490%
2/21/2024Austin Wealth Management LLC71,028$2.58M0.7%-6.3%1.754%
2/16/2024O Dell Group LLC143,040$5.02M1.3%-1.1%3.532%
2/15/2024Comerica Bank34,589$1.21M0.0%+7,944.0%0.854%
2/14/2024Washington Trust Bank94,760$3.32M0.3%+362.6%2.340%
2/12/2024 Avestar Capital LLC155,864$5.47M0.6%-21.1%3.848%
2/8/2024KLR Investment Advisors LLC33,206$1.17M0.8%+1.7%0.820%
2/7/2024 Strategic Advocates LLC20,737$727K0.3%-10.5%0.512%
2/7/2024Endowment Wealth Management Inc.16,837$590K0.5%-5.8%0.416%
2/7/2024Ethos Financial Group LLC240,948$8.45M1.8%N/A5.949%
2/6/2024Centric Wealth Management289,644$10.16M3.3%N/A7.152%
2/6/2024Private Advisor Group LLC31,999$1.12M0.0%+15.1%0.790%
1/29/2024 Perigon Wealth Management LLC10,478$367K0.0%N/A0.259%
1/24/2024 Advisors Preferred LLC1,351$47K0.0%N/A0.033%
1/24/2024 International Assets Investment Management LLC2,490$87K0.0%N/A0.061%
1/19/2024 Fermata Advisors LLC6,203$218K0.1%+4.9%0.153%
1/19/2024 Columbus Macro LLC6,150$215K0.1%N/A0.152%
1/16/2024Raymond James Financial Services Advisors Inc.64,732$2.27M0.0%+134.0%1.598%
1/12/2024Comprehensive Wealth Management LLC50,164$1.76M1.6%+0.9%1.239%
1/12/2024 Twelve Points Wealth Management LLC38,406$1.35M0.6%-6.5%0.948%
1/12/2024 Cardinal Point Capital Management ULC142,107$4.98M1.2%+1.0%3.509%
1/12/2024 My Legacy Advisors LLC20,774$727K0.3%+2.0%0.513%
1/12/2024 Empirical Asset Management LLC71,220$2.50M2.0%-1.8%1.759%
12/5/2023Austin Wealth Management LLC75,841$2.63M0.8%N/A1.873%
11/14/2023O Dell Group LLC144,600$5.09M1.6%+4.3%3.570%
11/13/2023LPL Financial LLC189,750$6.68M0.0%+13.5%4.685%
11/13/2023Cambria Investment Management L.P.420,635$14.81M1.2%-6.9%10.386%
11/13/2023Kestra Advisory Services LLC15,590$549K0.0%N/A0.385%
11/9/2023Betterment LLC89,422$3.15M0.0%-5.3%2.208%
11/8/2023KLR Investment Advisors LLC32,640$1.10M1.0%-3.3%0.806%
11/8/2023Moors & Cabot Inc.8,000$282K0.0%+26.0%0.198%
11/7/2023Efficient Advisors LLC97,051$3.42M0.2%-11.1%2.396%
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11/7/2023 Fermata Advisors LLC5,914$208K0.1%-4.8%0.146%
11/6/2023Washington Trust Bank20,483$721K0.1%-46.4%0.506%
11/3/2023Private Advisor Group LLC27,805$979K0.0%+14.1%0.687%
10/31/2023Endowment Wealth Management Inc.17,867$629K0.6%-2.9%0.441%
10/20/2023 Avestar Capital LLC197,573$6.96M1.0%+11.6%4.878%
10/20/2023 Cardinal Point Capital Management ULC140,657$4.95M1.3%+6.0%3.473%
10/13/2023 Cooper Financial Group16,818$592K0.1%-10.2%0.415%
10/11/2023AE Wealth Management LLC13,573$478K0.0%-5.4%0.335%
8/11/2023 Cibc World Market Inc.56,189$1.97M0.0%N/A1.387%
8/10/2023Private Advisor Group LLC24,374$857K0.0%+15.2%0.602%
(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, 62 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were IHT Wealth Management LLC ($19.36M), OneDigital Investment Advisors LLC ($18.13M), Cambria Investment Management L.P. ($14.81M), O Dell Group LLC ($11.42M), Ethos Financial Group LLC ($9.78M), Jane Street Group LLC ($8.19M), and Stewardship Advisors LLC ($8.05M).Learn more on WTMF's institutional investors.

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

Of the 59 institutional investors that purchased WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambria Investment Management L.P. ($359.48K), Centric Wealth Management ($289.64K), Ethos Financial Group LLC ($260.74K), Stewardship Advisors LLC ($230.54K), Jane Street Group LLC ($218.31K), Avestar Capital LLC ($197.57K), and OneDigital Investment Advisors LLC ($193.46K).

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

Institutional investors have bought a total of 3,109,092 shares in the last 24 months. This purchase volume represents approximately $109.26M in transactions.

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

Of the 26 institutional investors that sold WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centric Wealth Management ($282.64K), Cardinal Point Capital Management ULC ($141.49K), CX Institutional ($83.44K), Avestar Capital LLC ($57.53K), Washington Trust Bank ($56.82K), Efficient Advisors LLC ($38.78K), and Comerica Bank ($33.83K).

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

Institutional investors have sold a total of 868,825 shares in the last 24 months. This volume of shares sold represents approximately $30.69M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 2/1/2025 by MarketBeat.com Staff
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