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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$36.05 +0.16 (+0.45%)
Closing price 08/6/2025 04:10 PM Eastern
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$36.02 -0.03 (-0.08%)
As of 04:00 AM 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)
52
Total
Institutional Inflows
(last 12 months)
$50.16M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$56.17M
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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
8/6/2025AE Wealth Management LLC2,210$78K0.0%-29.0%0.049%
8/6/2025Vestmark Advisory Solutions Inc.82,418$2.91M0.0%+148.0%1.832%
8/6/2025Washington Trust Bank31,146$1.10M0.1%-16.7%0.692%
8/6/2025Golden State Wealth Management LLC5,275$186K0.0%+60.0%0.117%
8/6/2025Ethos Financial Group LLC42,442$1.50M0.1%-8.2%0.943%
8/6/2025O 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%
5/19/2025Jane 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%
5/14/2025 Freedom 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%
5/12/2025 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%
5/7/2025LPL 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%
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4/30/2025Washington 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%
4/29/2025OneDigital 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%
4/24/2025Golden 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%
4/23/2025Golden 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%
4/21/2025O 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%
2/18/2025CSS LLC IL10,541$368K0.0%N/A0.187%
2/17/2025Cetera Investment Advisers55,485$1.94M0.0%+3.6%0.982%
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%
2/13/2025 Glass Jacobson Investment Advisors llc6,604$231K0.1%N/A0.117%
2/13/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/13/2025 Envestnet 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%
2/10/2025 Creative 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%
2/10/2025 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%
2/7/2025Efficient Advisors LLC70,414$2.46M0.2%+1.8%1.246%
2/7/2025 Axis Wealth Partners LLC8,643$302K0.3%N/A0.153%
2/6/2025Ethos 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%
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1/29/2025Howard 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%
(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, 80 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), 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 73 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 O Dell Group LLC ($169.72K).

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

Institutional investors have bought a total of 1,430,786 shares in the last 24 months. This purchase volume represents approximately $50.16M in transactions.

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

Of the 31 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 ($273.06K), Invenio Wealth Partners LLC ($201.37K), Washington Trust Bank ($88.69K), 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 1,604,653 shares in the last 24 months. This volume of shares sold represents approximately $56.17M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 8/7/2025 by MarketBeat.com Staff
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