WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.15 M | $46.86 M | 3.52% | 20.06% |
| LPL FINANCIAL LLC | 08/07/2026 | 502.05 K | $20.51 M | 5.40% | 8.78% |
| TIDEMARK, LLC | 08/10/2026 | 432.43 K | $17.66 M | 6.04% | 7.56% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 315.20 K | $12.88 M | -1.27% | 5.51% |
| STEWARDSHIP ADVISORS, LLC | 07/20/2026 | 291.44 K | $11.91 M | 3.32% | 5.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 276.62 K | $11.30 M | 2.78% | 4.84% |
| CAPITAL PERFORMANCE ADVISORS LLP | 08/14/2026 | 273.76 K | $11.18 M | 0.31% | 4.79% |
| STILLWATER PRIVATE WEALTH, LLC | 08/13/2026 | 168.61 K | $7.00 M | 100.00% | 2.95% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 131.52 K | $5.37 M | 3.80% | 2.30% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 76.05 K | $3.11 M | 13.64% | 1.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 71.81 K | $2.93 M | 6.06% | 1.26% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 51.19 K | $2.09 M | 6.57% | 0.90% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 50.40 K | $2.06 M | 0.00% | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 45.56 K | $1.86 M | 124.32% | 0.80% |
| COLUMBUS MACRO, LLC | 07/22/2026 | 41.67 K | $1.70 M | 11.98% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 37.27 K | $1.52 M | -1.66% | 0.65% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 35.75 K | $1.46 M | -9.93% | 0.63% |
| ASSET ALLOCATION STRATEGIES LLC | 08/17/2026 | 33.73 K | $1.38 M | 7.11% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 32.52 K | $1.33 M | 5.25% | 0.57% |
| COMPREHENSIVE WEALTH MANAGEMENT, LLC | 08/12/2026 | 31.51 K | $1.29 M | 6.21% | 0.55% |
| ASSETMARK, INC | 07/30/2026 | 30.91 K | $1.26 M | 29,912.62% | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 26.96 K | $1.10 M | -33.25% | 0.47% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 26.48 K | $1.08 M | 100.00% | 0.46% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 25.54 K | $1.04 M | 54.46% | 0.45% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 25.51 K | $1.04 M | 5.84% | 0.45% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 07/29/2026 | 23.23 K | $948.75 K | 0.45% | 0.41% |
| FINANCIAL ENHANCEMENT GROUP LLC | 07/07/2026 | 22.49 K | $918.80 K | 4.98% | 0.39% |
| ADVISOR RESOURCE COUNCIL | 07/28/2026 | 20.33 K | $832.60 K | 9.81% | 0.36% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 19.38 K | $791.46 K | 4.21% | 0.34% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 19.18 K | $783.51 K | 5.94% | 0.34% |
| SEQUENT PLANNING LLC | 08/14/2026 | 18.76 K | $766.47 K | 5.96% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 18.16 K | $741.63 K | 0.00% | 0.32% |
| CENTRIC WEALTH MANAGEMENT | 08/06/2026 | 18.06 K | $741.64 K | 99.58% | 0.32% |
| JPMORGAN CHASE & CO | 08/12/2026 | 17.65 K | $715.12 K | -2.90% | 0.31% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 08/06/2026 | 17.60 K | $718.78 K | 2.91% | 0.31% |
| AXIS WEALTH PARTNERS, LLC | 07/28/2026 | 15.89 K | $649.14 K | -2.78% | 0.28% |
| CSS LLC/IL | 08/14/2026 | 15.15 K | $618.88 K | 0.00% | 0.26% |
| COOPER FINANCIAL GROUP | 07/08/2026 | 15.11 K | $617.23 K | -5.77% | 0.26% |
| CLARITY ASSET MANAGEMENT, INC. | 07/16/2026 | 14.36 K | $586.48 K | 48.58% | 0.25% |
| PAX FINANCIAL GROUP, LLC | 08/05/2026 | 14.15 K | $578.03 K | -0.53% | 0.25% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 13.92 K | $568.45 K | -3.10% | 0.24% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 13.79 K | $563.28 K | -0.40% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 11.76 K | $480.43 K | 28.07% | 0.21% |
| AUSTIN WEALTH MANAGEMENT, LLC | 07/22/2026 | 10.27 K | $419.20 K | -2.25% | 0.18% |
| BISON WEALTH, LLC | 07/07/2026 | 10.14 K | $415.06 K | -12.47% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 9.92 K | $405.28 K | -3.34% | 0.17% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 9.52 K | $388.85 K | -0.53% | 0.17% |
| ALTERI WEALTH LLC | 07/29/2026 | 9.50 K | $388.12 K | 0.21% | 0.17% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 8.28 K | $338.25 K | 100.00% | 0.14% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 7.75 K | $316.75 K | 25.92% | 0.14% |
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WisdomTree Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.15 M
LPL Financial LLC: 502,047
Tidemark, LLC: 432,433
Resources Investment Advisors, LLC.: 315,199
Stewardship Advisors, LLC: 291,438
Cetera Investment Advisers: 276,616
81.29% of WisdomTree Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.67 M shares in the last 24 months. This purchase volume represents approximately $223.97 M in transactions.