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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$68.92M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$12.52M
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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
5/17/2024 Comerica Bank759$28K0.0%-97.8%0.013%
5/16/2024 Jane Street Group LLC218,309$8.19M0.0%N/A3.864%
5/9/2024 Endowment Wealth Management Inc.14,983$562K0.4%-11.0%0.265%
5/8/2024 Ethos Financial Group LLC260,740$9.78M1.9%+8.2%4.615%
5/8/2024 Advisors Preferred LLC4,655$175K0.0%+244.6%0.082%
5/8/2024 O Dell Group LLC304,436$11.42M2.8%+112.8%5.388%
5/2/2024 Comprehensive Wealth Management LLC49,762$1.87M1.5%-0.8%0.881%
5/1/2024 Centric Wealth Management284,631$10.41M3.3%-1.7%5.038%
4/30/2024 Private Advisor Group LLC15,939$598K0.0%-50.2%0.282%
4/25/2024 Eudaimonia Partners LLC5,550$208K0.0%N/A0.107%
4/23/2024 KLR Investment Advisors LLC28,991$1.07M0.8%-12.7%0.558%
4/23/2024 Raymond 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%
2/16/2024 O Dell Group LLC143,040$5.02M1.3%-1.1%3.532%
2/15/2024 Comerica Bank34,589$1.21M0.0%+7,944.0%0.854%
2/14/2024 Washington Trust Bank94,760$3.32M0.3%+362.6%2.340%
2/12/2024 Avestar Capital LLC155,864$5.47M0.6%-21.1%3.848%
2/8/2024 KLR Investment Advisors LLC33,206$1.17M0.8%+1.7%0.820%
2/7/2024 Strategic Advocates LLC20,737$727K0.3%-10.5%0.512%
2/7/2024 Endowment Wealth Management Inc.16,837$590K0.5%-5.8%0.416%
2/7/2024 Ethos Financial Group LLC240,948$8.45M1.8%N/A5.949%
2/6/2024 Centric Wealth Management289,644$10.16M3.3%N/A7.152%
2/6/2024 Private 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%
1/16/2024 Raymond James Financial Services Advisors Inc.64,732$2.27M0.0%+134.0%1.598%
1/12/2024 Comprehensive 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%
1/12/2024My 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%
11/14/2023 O Dell Group LLC144,600$5.09M1.6%+4.3%3.570%
11/13/2023 LPL Financial LLC189,750$6.68M0.0%+13.5%4.685%
11/13/2023 Cambria Investment Management L.P.420,635$14.81M1.2%-6.9%10.386%
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11/13/2023 Kestra Advisory Services LLC15,590$549K0.0%N/A0.385%
11/9/2023 Betterment LLC89,422$3.15M0.0%-5.3%2.208%
11/8/2023 KLR Investment Advisors LLC32,640$1.10M1.0%-3.3%0.806%
11/8/2023 Moors & Cabot Inc.8,000$282K0.0%+26.0%0.198%
11/7/2023 Efficient Advisors LLC97,051$3.42M0.2%-11.1%2.396%
11/7/2023 Fermata Advisors LLC5,914$208K0.1%-4.8%0.146%
11/6/2023 Washington Trust Bank20,483$721K0.1%-46.4%0.506%
11/3/2023 Private Advisor Group LLC27,805$979K0.0%+14.1%0.687%
10/31/2023 Endowment 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%
10/11/2023 AE 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%
8/10/2023 Private Advisor Group LLC24,374$857K0.0%+15.2%0.602%
8/10/2023 Moors & Cabot Inc.6,350$222K0.0%N/A0.157%
8/10/2023 Cambria Investment Management L.P.451,846$15.81M1.3%+369.3%11.157%
8/10/2023 Cetera Advisor Networks LLC51,296$1.80M0.0%+4.6%1.267%
8/10/2023 Cardinal Point Capital Management ULC132,687$4.64M1.4%-50.9%3.276%
8/10/2023 Cetera Investment Advisers10,375$363K0.0%N/A0.256%
8/8/2023 KLR Investment Advisors LLC33,760$1.18M1.0%+3.4%0.834%
8/8/2023 Efficient Advisors LLC109,134$3.82M0.2%-14.8%2.695%
8/4/2023 Envestnet Asset Management Inc.57,828$2.02M0.0%+24.2%1.428%
8/2/2023 Avestar Capital LLC177,070$6.20M1.0%N/A4.372%
8/1/2023 Empirical Asset Management LLC74,848$2.62M2.3%+3.9%1.848%
7/31/2023 LPL Financial LLC167,211$5.85M0.0%+2.3%4.129%
7/26/2023 Creative Financial Designs Inc. ADV1,115$39K0.0%N/A0.028%
7/25/2023 Raymond James Financial Services Advisors Inc.27,662$968K0.0%+4.4%0.683%
7/24/2023 Fermata Advisors LLC6,210$217K0.2%N/A0.153%
7/14/2023My Legacy Advisors LLC20,587$721K0.3%+5.8%0.508%
7/13/2023 Twelve Points Wealth Management LLC40,045$1.40M0.7%+1.8%0.989%
5/16/2023 Betterment LLC98,901$3.32M0.0%+5.1%2.536%
5/15/2023 KLR Investment Advisors LLC32,640$1.10M1.0%N/A0.837%
5/15/2023 Washington Trust Bank48,006$1.61M0.2%+20.0%1.231%
5/12/2023 O Dell Group LLC135,122$4.53M1.5%+1.0%3.465%
5/11/2023 Cambria Investment Management L.P.96,278$3.23M0.3%+4.2%2.469%
5/10/2023 Private Advisor Group LLC21,158$710K0.0%N/A0.543%
5/10/2023 Endowment Wealth Management Inc.19,016$636K0.6%+4.4%0.488%
5/10/2023 LPL Financial LLC163,391$5.48M0.0%+17.8%4.190%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC976$33K0.0%N/A0.025%
5/9/2023 Efficient Advisors LLC128,041$4.30M0.3%-5.7%3.283%
5/4/2023 CX Institutional6,595$221K0.0%-92.2%0.169%
5/1/2023Truadvice LLC12,349$419K0.2%+5.3%0.317%
4/26/2023 Integrated Capital Management Inc.5,670$285K0.3%N/A0.145%
4/18/2023 Twelve Points Wealth Management LLC39,324$1.32M0.8%+23.5%0.925%
4/18/2023 Empirical Asset Management LLC72,027$2.42M2.3%+26.1%1.695%
4/14/2023 AE Wealth Management LLC14,189$476K0.0%+5.0%0.334%
4/11/2023My Legacy Advisors LLC19,467$648K0.3%+64.4%0.458%
2/13/2023 GeoWealth Management LLC6,044$190K0.0%+56.2%0.142%
2/13/2023 Heritage Wealth Management LLC2,426$77K0.0%+100.0%0.057%
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2/13/2023 Betterment LLC94,099$2.97M0.0%-3.0%2.214%
2/10/2023CoreCap Advisors LLC2,618$83K0.0%N/A0.062%
2/10/2023 Moors & Cabot Inc.6,876$244K0.0%N/A0.162%
2/8/2023 Raymond James Financial Services Advisors Inc.26,493$835K0.0%+5.1%0.623%
2/8/2023 Efficient Advisors LLC135,830$4.28M0.4%+6.1%3.196%
2/8/2023 Cambridge Investment Research Advisors Inc.19,182$605K0.0%+2.8%0.451%
2/8/2023Cardinal Point Wealth Management Partners LLC127,532$4.02M1.4%+346.1%3.001%
2/7/2023My Legacy Advisors LLC11,839$388K0.2%-6.5%0.279%
2/7/2023 LPL Financial LLC138,729$4.38M0.0%+625.0%3.264%
2/7/2023 Envestnet Asset Management Inc.43,688$1.38M0.0%+12.9%1.028%
(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, 57 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were Cambria Investment Management L.P. ($14.81M), O Dell Group LLC ($11.42M), Centric Wealth Management ($10.41M), Ethos Financial Group LLC ($9.78M), Jane Street Group LLC ($8.19M), LPL Financial LLC ($6.68M), and Avestar Capital LLC ($5.47M).Learn more on WTMF's institutional investors.

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

Of the 55 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), Jane Street Group LLC ($218.31K), Avestar Capital LLC ($197.57K), O Dell Group LLC ($174.68K), and LPL Financial LLC ($170.62K).

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

Institutional investors have bought a total of 2,730,158 shares in the last 24 months. This purchase volume represents approximately $95.41M in transactions.

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

Of the 30 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: Cardinal Point Capital Management ULC ($137.82K), CX Institutional ($115.72K), Washington Trust Bank ($98.10K), Cambria Investment Management L.P. ($87.29K), Efficient Advisors LLC ($57.02K), Avestar Capital LLC ($41.71K), and Comerica Bank ($33.83K).

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

Institutional investors have sold a total of 676,168 shares in the last 24 months. This volume of shares sold represents approximately $23.66M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 5/20/2024 by MarketBeat.com Staff

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