WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.13 M | $42.99 M | 0.48% | 21.22% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 462.24 K | $17.57 M | -2.80% | 8.78% |
| LPL FINANCIAL LLC | 02/11/2026 | 450.36 K | $17.12 M | 36.86% | 8.53% |
| STEWARDSHIP ADVISORS, LLC | 01/15/2026 | 279.66 K | $10.63 M | 1.27% | 5.62% |
| CAPITAL PERFORMANCE ADVISORS LLP | 01/27/2026 | 261.69 K | $9.95 M | 100.00% | 5.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 262.73 K | $9.99 M | 225.48% | 4.93% |
| TIDEMARK, LLC | 02/10/2026 | 250.99 K | $9.54 M | 100.00% | 4.75% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 129.20 K | $4.91 M | -1.40% | 2.45% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 62.97 K | $2.39 M | 173.10% | 1.20% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 59.92 K | $2.28 M | 100.00% | 1.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 59.59 K | $2.27 M | -29.93% | 1.12% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 47.58 K | $1.81 M | 6.46% | 0.90% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 40.14 K | $1.53 M | -46.75% | 0.75% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 39.71 K | $1.51 M | -0.12% | 0.75% |
| EFFICIENT ADVISORS, LLC | 01/21/2026 | 34.82 K | $1.32 M | -7.21% | 0.70% |
| COLUMBUS MACRO, LLC | 01/15/2026 | 33.92 K | $1.29 M | 6.33% | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 36.13 K | $1.37 M | 128.03% | 0.68% |
| ASSET ALLOCATION STRATEGIES LLC | 02/13/2026 | 30.84 K | $1.17 M | 11.62% | 0.59% |
| COMPREHENSIVE WEALTH MANAGEMENT, LLC | 02/11/2026 | 26.76 K | $1.02 M | 20.44% | 0.54% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 26.05 K | $990.53 K | 5.08% | 0.49% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 25.92 K | $985.54 K | 5.70% | 0.49% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 02/04/2026 | 22.61 K | $859.72 K | 100.00% | 0.45% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 23.72 K | $901.84 K | -3.98% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.45 K | $815.00 K | 22.72% | 0.43% |
| JPMORGAN CHASE & CO | 02/11/2026 | 17.70 K | $672.86 K | -18.48% | 0.36% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 02/09/2026 | 17.47 K | $664.04 K | 7.65% | 0.35% |
| SEQUENT PLANNING LLC | 02/05/2026 | 17.37 K | $660.48 K | 9.07% | 0.35% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 17.74 K | $674.27 K | -41.53% | 0.34% |
| COOPER FINANCIAL GROUP | 01/08/2026 | 16.27 K | $618.69 K | 1.93% | 0.33% |
| AXIS WEALTH PARTNERS, LLC | 01/30/2026 | 15.49 K | $588.78 K | 4.49% | 0.31% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.18 K | $615.13 K | 100.00% | 0.31% |
| ADVISOR RESOURCE COUNCIL | 02/10/2026 | 15.48 K | $597.70 K | 100.00% | 0.29% |
| AUSTIN WEALTH MANAGEMENT, LLC | 01/26/2026 | 14.58 K | $563.30 K | -0.51% | 0.29% |
| CSS LLC/IL | 02/17/2026 | 15.15 K | $576.00 K | 0.66% | 0.29% |
| PAX FINANCIAL GROUP, LLC | 02/05/2026 | 14.17 K | $538.71 K | 9.30% | 0.28% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 14.93 K | $567.60 K | 10.67% | 0.28% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.92 K | $529.09 K | -24.69% | 0.28% |
| WASHINGTON TRUST BANK | 02/04/2026 | 12.98 K | $493.54 K | 0.12% | 0.26% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 13.58 K | $516.35 K | 100.00% | 0.25% |
| BISON WEALTH, LLC | 03/24/2026 | 12.28 K | $478.51 K | 100.00% | 0.25% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 01/26/2026 | 11.91 K | $452.97 K | -45.32% | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 11.34 K | $424.88 K | 5.17% | 0.22% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 11.33 K | $430.84 K | -2.12% | 0.21% |
| 02/11/2026 | 9.80 K | $372.55 K | 100.00% | 0.19% | |
| ALTERI WEALTH LLC | 02/11/2026 | 9.48 K | $360.47 K | 9.43% | 0.18% |
| CENTRIC WEALTH MANAGEMENT | 02/04/2026 | 9.55 K | $368.95 K | -12.65% | 0.18% |
| HOWARD BAILEY SECURITIES, LLC | 02/11/2026 | 9.21 K | $350.16 K | -91.17% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 7.78 K | $295.83 K | 19.05% | 0.16% |
| INVENIO WEALTH PARTNERS LLC | 02/13/2026 | 7.62 K | $289.75 K | 0.00% | 0.14% |
| BETTERMENT LLC | 02/12/2026 | 7.55 K | $287.00 K | -2.66% | 0.14% |
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WisdomTree Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were:
Stewardship Advisors, LLC: 282,078
ENVESTNET ASSET MANAGEMENT INC: 66,925
KINGSWOOD WEALTH ADVISORS, LLC: 48,034
Ethos Financial Group, LLC: 39,689
Columbus Macro, LLC: 37,210
Efficient Advisors, LLC: 35,208
84.83% of WisdomTree Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.30 M shares in the last 24 months. This purchase volume represents approximately $209.42 M in transactions.