WTMF Institutional Ownership
WisdomTree Managed Futures Strategy Fund
1W: +2.2%
1M: +1.4%
3M: +4.2%
YTD: +11.7%
1Y: +14.6%
3Y: +31.2%
5Y: +35.0%
$42.67
+0.24 (+0.57%)
Weekly Expected Move ±3.1%
$40
$41
$43
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WTMF
93
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
190M
Total Invested
11
New Positions
32
Increased
34
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,147,194 | $49M | +39,036 | +3.5% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 502,047 | $21M | +25,736 | +5.4% | 22Q | SEC ↗ |
| 3 | Tidemark, LLC | 432,433 | $18M | +24,617 | +6.0% | 3Q | SEC ↗ |
| 4 | OneDigital Investment Advisors LLC | 315,199 | $13M | -4,049 | -1.3% | 11Q | SEC ↗ |
| 5 | Stewardship Advisors, LLC | 291,438 | $12M | +9,360 | +3.3% | 8Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 276,616 | $12M | +7,484 | +2.8% | 11Q | SEC ↗ |
| 7 | EARNED WEALTH ADVISORS, LLC | 273,756 | $12M | +856 | +0.3% | 3Q | SEC ↗ |
| 8 | Stillwater Private Wealth, LLC NEW | 168,608 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Avestar Capital, LLC | 131,519 | $6M | +4,815 | +3.8% | 13Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 76,053 | $3M | +9,128 | +13.6% | 17Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 71,809 | $3M | +4,103 | +6.1% | 62Q | SEC ↗ |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 51,188 | $2M | +3,154 | +6.6% | 5Q | SEC ↗ |
| 13 | Vestmark Advisory Solutions, Inc. | 50,399 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,561 | $2M | +25,250 | +124.3% | 2Q | SEC ↗ |
| 15 | Columbus Macro, LLC | 41,669 | $2M | +4,459 | +12.0% | 6Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 37,268 | $2M | -630 | -1.7% | 7Q | SEC ↗ |
| 17 | Ethos Financial Group, LLC | 35,749 | $2M | -3,940 | -9.9% | 11Q | SEC ↗ |
| 18 | Efficient Advisors, LLC | 35,208 | $2M | +388 | +1.1% | 30Q | SEC ↗ |
| 19 | Asset Allocation Strategies LLC | 33,725 | $1M | +2,239 | +7.1% | 8Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 32,524 | $1M | +1,623 | +5.3% | 6Q | SEC ↗ |
| 21 | Comprehensive Wealth Management, LLC | 31,506 | $1M | +1,842 | +6.2% | 5Q | SEC ↗ |
| 22 | ASSETMARK, INC | 30,913 | $1M | +30,810 | +29912.6% | 6Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 26,963 | $1M | -13,431 | -33.2% | 26Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC NEW | 26,477 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 25,539 | $1M | +9,005 | +54.5% | 3Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 25,508 | $1M | +1,408 | +5.8% | 14Q | SEC ↗ |
| 27 | Global Wealth Management Investment Ad | 23,225 | $991K | +105 | +0.5% | 3Q | SEC ↗ |
| 28 | Financial Enhancement Group LLC | 22,492 | $960K | +1,066 | +5.0% | 2Q | SEC ↗ |
| 29 | Advisor Resource Council | 20,332 | $868K | +1,816 | +9.8% | 3Q | SEC ↗ |
| 30 | Empirical Asset Management, LLC | 19,375 | $827K | +782 | +4.2% | 19Q | SEC ↗ |
| 31 | HARBOUR INVESTMENTS, INC. | 19,180 | $818K | +1,076 | +5.9% | 11Q | SEC ↗ |
| 32 | Sequent Planning LLC | 18,763 | $801K | +1,056 | +6.0% | 8Q | SEC ↗ |
| 33 | UBS AM, a distinct business unit of UB | 18,155 | $775K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Centric Wealth Management | 18,058 | $771K | +9,010 | +99.6% | 11Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 17,648 | $753K | -527 | -2.9% | 15Q | SEC ↗ |
| 36 | Endowment Wealth Management, Inc. | 17,596 | $751K | +497 | +2.9% | 19Q | SEC ↗ |
| 37 | Axis Wealth Partners, LLC | 15,891 | $678K | -454 | -2.8% | 7Q | SEC ↗ |
| 38 | CSS LLC/IL | 15,150 | $646K | — | +0.0% | 7Q | SEC ↗ |
| 39 | Cooper Financial Group | 15,110 | $645K | -925 | -5.8% | 16Q | SEC ↗ |
| 40 | Clarity Asset Management, Inc. | 14,357 | $613K | +4,694 | +48.6% | 2Q | SEC ↗ |
| 41 | PAX Financial Group, LLC | 14,150 | $604K | -75 | -0.5% | 8Q | SEC ↗ |
| 42 | Arkadios Wealth Advisors | 13,916 | $594K | -445 | -3.1% | 3Q | SEC ↗ |
| 43 | VestGen Advisors, LLC | 13,789 | $588K | -55 | -0.4% | 3Q | SEC ↗ |
| 44 | Beacon Pointe Advisors, LLC | 11,761 | $502K | +2,578 | +28.1% | 2Q | SEC ↗ |
| 45 | Austin Wealth Management, LLC | 10,267 | $438K | -236 | -2.2% | 12Q | SEC ↗ |
| 46 | Bison Wealth, LLC | 10,136 | $433K | -1,444 | -12.5% | 3Q | SEC ↗ |
| 47 | &PARTNERS | 9,921 | $423K | -343 | -3.3% | 10Q | SEC ↗ |
| 48 | Sowell Financial Services LLC | 9,519 | $406K | -51 | -0.5% | 5Q | SEC ↗ |
| 49 | Alteri Wealth LLC | 9,501 | $405K | +20 | +0.2% | 6Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC NEW | 8,280 | $353K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Stillwater Private Wealth, LLC | 168,608 | $7M |
| Kestra Advisory Services, LLC | 26,477 | $1M |
| Sanctuary Advisors, LLC | 8,280 | $353K |
| Simplicity Wealth,LLC | 5,628 | $240K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,101 | $218K |
| Integrated Wealth Concepts LLC | 4,301 | $184K |
| IFG Advisory, LLC | 3,827 | $163K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,497 | $64K |
| Highland Investment Advisors LLC | 910 | $39K |
| Concord Wealth Partners | 251 | $11K |
| Global Retirement Partners, LLC | 250 | $11K |
| Financial Connections Group, Inc. | 229 | $10K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 13,916 | $594K |
| Entelevest, LLC | 9,798 | $418K |
| Gateway Wealth Partners, LLC | 7,380 | $315K |
| Merit Financial Group, LLC | 7,306 | $312K |
| Betterment LLC | 7,251 | $309K |
| Washington Trust Bank | 7,220 | $308K |
| Cambria Investment Management, L.P. | 5,880 | $251K |
| Team Financial Group, LLC | 4,078 | $174K |
| Western Wealth Management, LLC | 444 | $19K |
| PROTECTIVE LIFE CORP | 172 | $7K |
| JONES FINANCIAL COMPANIES LLLP | 106 | $5K |
| Sunbelt Securities, Inc. | 27 | $1K |
| Strategic Advocates LLC | 12 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +39,036 | +3.5% | 1,147,194 |
| ASSETMARK, INC | +30,810 | +29912.6% | 30,913 |
| LPL Financial LLC | +25,736 | +5.4% | 502,047 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +25,250 | +124.3% | 45,561 |
| Tidemark, LLC | +24,617 | +6.0% | 432,433 |
| Stewardship Advisors, LLC | +9,360 | +3.3% | 291,438 |
| ENVESTNET ASSET MANAGEMENT INC | +9,128 | +13.6% | 76,053 |
| Centric Wealth Management | +9,010 | +99.6% | 18,058 |
| STIFEL FINANCIAL CORP | +9,005 | +54.5% | 25,539 |
| Cetera Investment Advisers | +7,484 | +2.8% | 276,616 |
| Avestar Capital, LLC | +4,815 | +3.8% | 131,519 |
| Clarity Asset Management, Inc. | +4,694 | +48.6% | 14,357 |
| Columbus Macro, LLC | +4,459 | +12.0% | 41,669 |
| WELLS FARGO & COMPANY/MN | +4,103 | +6.1% | 71,809 |
| KINGSWOOD WEALTH ADVISORS, LLC | +3,154 | +6.6% | 51,188 |
| Beacon Pointe Advisors, LLC | +2,578 | +28.1% | 11,761 |
| Asset Allocation Strategies LLC | +2,239 | +7.1% | 33,725 |
| Comprehensive Wealth Management, LL | +1,842 | +6.2% | 31,506 |
| Advisor Resource Council | +1,816 | +9.8% | 20,332 |
| Cambridge Investment Research Advis | +1,623 | +5.3% | 32,524 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -13,431 | -33.2% | 26,963 |
| OneDigital Investment Advisors LLC | -4,049 | -1.3% | 315,199 |
| Ethos Financial Group, LLC | -3,940 | -9.9% | 35,749 |
| REAP Financial Group, LLC | -2,875 | -29.6% | 6,845 |
| HOWARD BAILEY SECURITIES, LLC | -1,447 | -16.0% | 7,604 |
| Bison Wealth, LLC | -1,444 | -12.5% | 10,136 |
| Cooper Financial Group | -925 | -5.8% | 15,110 |
| RAYMOND JAMES FINANCIAL INC | -630 | -1.7% | 37,268 |
| Discipline Wealth Solutions, LLC | -550 | -6.7% | 7,702 |
| JPMORGAN CHASE & CO | -527 | -2.9% | 17,648 |
| Axis Wealth Partners, LLC | -454 | -2.8% | 15,891 |
| Arkadios Wealth Advisors | -445 | -3.1% | 13,916 |
| &PARTNERS | -343 | -3.3% | 9,921 |
| Golden State Wealth Management, LLC | -309 | -12.7% | 2,123 |
| Trajan Wealth LLC | -303 | -4.2% | 6,979 |
| Austin Wealth Management, LLC | -236 | -2.2% | 10,267 |
| ROCKLAND TRUST CO | -142 | -2.7% | 5,025 |
| FIFTH THIRD BANCORP | -103 | -1.9% | 5,444 |
| PAX Financial Group, LLC | -75 | -0.5% | 14,150 |
| VestGen Advisors, LLC | -55 | -0.4% | 13,789 |