WISDOMTREE MGD FUTURES STRAT WTMF
$40.71
+0.3% 52w: $33.83 – $41.46
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data33.8337.6441.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
81
+4 QoQ
13F value
$170.4M
+6.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WTMF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.1M | $44.0M | 0.0% | -2.0% |
| LPL Financial LLC | Bank broker | 476.3K | $18.9M | 0.0% | +5.8% |
| Tidemark, LLC | Wealth advisor | 407.8K | $16.2M | 4.1% | +62.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 319.2K | $12.7M | 0.1% | -30.9% |
| Stewardship Advisors, LLC | Wealth advisor | 282.1K | $11.2M | 2.6% | +0.9% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 272.9K | $10.8M | 0.7% | +4.3% |
| Cetera Investment Advisers | Wealth advisor | 269.1K | $10.7M | 0.0% | +2.4% |
| Avestar Capital, LLC | Other | 126.7K | $5.0M | 0.3% | -1.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 67.7K | $2.7M | 0.0% | +68.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 66.9K | $2.7M | 0.0% | +12.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 50.4K | $2.0M | 0.0% | +5.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 48.0K | $1.9M | 0.1% | +85.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 40.4K | $1.6M | 0.0% | +11.8% |
| Ethos Financial Group, LLC | Wealth advisor | 39.7K | $1.5M | 0.1% | -0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 37.9K | $1.5M | 0.0% | -39.8% |
| Columbus Macro, LLC | Other | 37.2K | $1.5M | 0.2% | +9.7% |
| Efficient Advisors, LLC | Wealth advisor | 35.2K | $1.4M | 0.1% | +1.1% |
| Asset Allocation Strategies LLC | Wealth advisor | 31.5K | $1.2M | 0.2% | +2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 30.9K | $1.2M | 0.0% | +44.1% |
| Comprehensive Wealth Management, LLC | Wealth advisor | 29.7K | $1.2M | 0.6% | +10.9% |
| Private Advisor Group, LLC | Wealth advisor | 24.1K | $956K | 0.0% | +1.6% |
| Global Wealth Management Investment Advisory, Inc. | Other | 23.1K | $918K | 0.1% | +2.2% |
| Financial Enhancement Group LLC | Wealth advisor | 21.4K | $864K | 0.1% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.3K | $806K | 0.0% | New |
| Empirical Asset Management, LLC | Wealth advisor | 18.6K | $738K | 0.2% | +4.8% |
| Advisor Resource Council | Wealth advisor | 18.5K | $735K | 0.3% | +19.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 18.2K | $720K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 18.1K | $718K | 0.0% | +21.3% |
| JPMORGAN CHASE & CO | Bank broker | 18.2K | $715K | 0.0% | +2.7% |
| Sequent Planning LLC | Wealth advisor | 17.7K | $703K | 0.2% | +1.9% |
| Endowment Wealth Management, Inc. | Wealth advisor | 17.1K | $679K | 0.3% | -2.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 16.5K | $656K | 0.0% | +2.2% |
| Axis Wealth Partners, LLC | Wealth advisor | 16.3K | $649K | 0.3% | +5.5% |
| Cooper Financial Group | Wealth advisor | 16.0K | $636K | 0.1% | -1.5% |
| CSS LLC/IL | Other | 15.2K | $601K | 0.1% | Held |
| VestGen Advisors, LLC | Wealth advisor | 13.8K | $571K | 0.0% | +1.9% |
| Arkadios Wealth Advisors | Wealth advisor | 14.4K | $570K | 0.0% | -76.0% |
| PAX Financial Group, LLC | Wealth advisor | 14.2K | $565K | 0.1% | +0.4% |
| Bison Wealth, LLC | Wealth advisor | 11.6K | $478K | 0.0% | -5.7% |
| Austin Wealth Management, LLC | Wealth advisor | 10.5K | $422K | 0.1% | -28.0% |
| &PARTNERS | Diversified mechanical | 10.3K | $407K | 0.0% | -9.5% |
| REAP Financial Group, LLC | Wealth advisor | 9.7K | $386K | 0.1% | -14.2% |
| Clarity Asset Management, Inc. | Wealth advisor | 9.7K | $384K | 0.2% | New |
| Sowell Financial Services LLC | Wealth advisor | 9.6K | $380K | 0.0% | +23.0% |
| Alteri Wealth LLC | Other | 9.5K | $376K | 0.1% | Held |
| Centric Wealth Management | Other | 9.0K | $369K | 0.1% | -5.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 9.2K | $364K | 0.0% | New |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 9.1K | $359K | 0.1% | -1.7% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 8.3K | $327K | 0.0% | -30.7% |
| INVENIO WEALTH PARTNERS LLC | Wealth advisor | 7.6K | $302K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.