WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.11 M | $43.98 M | -1.98% | 20.78% |
| LPL FINANCIAL LLC | 05/06/2026 | 476.31 K | $18.90 M | 5.76% | 8.93% |
| TIDEMARK, LLC | 05/07/2026 | 407.82 K | $16.18 M | 62.48% | 7.65% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 319.25 K | $12.67 M | -30.93% | 5.99% |
| STEWARDSHIP ADVISORS, LLC | 04/17/2026 | 282.08 K | $11.19 M | 0.86% | 5.33% |
| CAPITAL PERFORMANCE ADVISORS LLP | 05/07/2026 | 272.90 K | $10.83 M | 4.28% | 5.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 269.13 K | $10.68 M | 2.44% | 5.05% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 126.70 K | $5.03 M | -1.93% | 2.38% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 67.71 K | $2.69 M | 68.66% | 1.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 66.93 K | $2.66 M | 12.30% | 1.25% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 50.40 K | $2.00 M | 5.92% | 0.95% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 48.03 K | $1.91 M | 85.30% | 0.90% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 40.39 K | $1.60 M | 11.79% | 0.76% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 39.69 K | $1.52 M | -0.06% | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 37.90 K | $1.50 M | -39.82% | 0.71% |
| COLUMBUS MACRO, LLC | 04/21/2026 | 37.21 K | $1.48 M | 9.71% | 0.70% |
| EFFICIENT ADVISORS, LLC | 04/29/2026 | 35.21 K | $1.40 M | 1.11% | 0.66% |
| ASSET ALLOCATION STRATEGIES LLC | 04/22/2026 | 31.49 K | $1.25 M | 2.09% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 30.90 K | $1.23 M | 44.07% | 0.58% |
| COMPREHENSIVE WEALTH MANAGEMENT, LLC | 05/14/2026 | 29.66 K | $1.18 M | 10.85% | 0.56% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 24.10 K | $956.43 K | 1.60% | 0.45% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 05/01/2026 | 23.12 K | $917.53 K | 2.25% | 0.43% |
| FINANCIAL ENHANCEMENT GROUP LLC | 04/20/2026 | 21.43 K | $863.68 K | 100.00% | 0.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.31 K | $806.06 K | 100.00% | 0.38% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/11/2026 | 18.59 K | $737.89 K | 4.84% | 0.35% |
| ADVISOR RESOURCE COUNCIL | 05/07/2026 | 18.52 K | $734.82 K | 19.64% | 0.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 18.18 K | $714.66 K | 2.70% | 0.34% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 18.16 K | $720.50 K | 100.00% | 0.34% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 18.10 K | $718.48 K | 21.27% | 0.34% |
| SEQUENT PLANNING LLC | 04/21/2026 | 17.71 K | $702.72 K | 1.93% | 0.33% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 05/08/2026 | 17.10 K | $678.59 K | -2.10% | 0.32% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 16.53 K | $656.16 K | 2.19% | 0.31% |
| AXIS WEALTH PARTNERS, LLC | 04/24/2026 | 16.35 K | $648.66 K | 5.55% | 0.31% |
| COOPER FINANCIAL GROUP | 04/07/2026 | 16.04 K | $636.35 K | -1.46% | 0.30% |
| CSS LLC/IL | 05/15/2026 | 15.15 K | $601.24 K | 0.00% | 0.28% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 14.36 K | $569.91 K | -76.03% | 0.27% |
| PAX FINANCIAL GROUP, LLC | 04/27/2026 | 14.23 K | $564.53 K | 0.40% | 0.27% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 13.84 K | $571.38 K | 1.94% | 0.26% |
| BISON WEALTH, LLC | 05/15/2026 | 11.58 K | $478.02 K | -5.67% | 0.22% |
| AUSTIN WEALTH MANAGEMENT, LLC | 04/14/2026 | 10.50 K | $421.59 K | -27.95% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 10.26 K | $407.34 K | -9.46% | 0.19% |
| REAP FINANCIAL GROUP, LLC | 05/11/2026 | 9.72 K | $385.74 K | -14.23% | 0.18% |
| CLARITY ASSET MANAGEMENT, INC. | 05/05/2026 | 9.66 K | $383.52 K | 100.00% | 0.18% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 9.57 K | $379.79 K | 22.99% | 0.18% |
| ALTERI WEALTH LLC | 05/06/2026 | 9.48 K | $376.26 K | 0.00% | 0.18% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 9.18 K | $364.43 K | 100.00% | 0.17% |
| HOWARD BAILEY SECURITIES, LLC | 04/23/2026 | 9.05 K | $359.20 K | -1.73% | 0.17% |
| CENTRIC WEALTH MANAGEMENT | 05/12/2026 | 9.05 K | $369.34 K | -5.29% | 0.17% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 04/17/2026 | 8.25 K | $327.48 K | -30.74% | 0.16% |
| INVENIO WEALTH PARTNERS LLC | 04/14/2026 | 7.62 K | $302.45 K | 0.00% | 0.14% |
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WisdomTree Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.11 M
LPL Financial LLC: 476,311
Tidemark, LLC: 407,816
Resources Investment Advisors, LLC.: 319,248
Stewardship Advisors, LLC: 282,078
CAPITAL PERFORMANCE ADVISORS LLP: 272,900
81.20% of WisdomTree Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.28 M shares in the last 24 months. This purchase volume represents approximately $208.61 M in transactions.