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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

72 hedge funds and large institutions have $137M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.39M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.88M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$2.91M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.73M

Top Sellers

1
CIM
1
Cambria Investment Management
California
$387K
2
Betterment LLC
2
Betterment LLC
New York
$440K
3
IWM
3
IHT Wealth Management
Illinois
$0
4
AWM
4
Austin Wealth Management
Texas
$531K
5
AAS
5
Asset Allocation Strategies
Michigan
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.3M 1,057,295 +41,766 +4%
OIA
2
OneDigital Investment Advisors
Kansas
$17.6M 497,698 -12,841 -3%
ODG
3
O'Dell Group
Ohio
$11M 312,069 +2,416 +0.8%
SA
4
Stewardship Advisors
Pennsylvania
$9.55M 270,389 +3,309 +1%
LPL Financial
5
LPL Financial
California
$9.39M 265,955 +114,964 +76%
AC
6
Avestar Capital
New York
$5.11M 144,674 +1,475 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.11M 87,984 +1,502 +2%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$2.91M 82,418 +49,189 +148%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.88M 82,588 +70,038 +558%
Wells Fargo
10
Wells Fargo
California
$2.78M 78,631 -7,019 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.73M 77,289 +21,237 +38%
HBS
12
Howard Bailey Securities
Indiana
$2.66M 75,476 -941 -1%
EAM
13
Empirical Asset Management
Massachusetts
$2.11M 59,627 +1,085 +2%
Raymond James Financial
14
Raymond James Financial
Florida
$1.68M 47,544 -12,003 -20%
EA
15
Efficient Advisors
Ohio
$1.65M 46,722 -15,590 -25%
EFG
16
Ethos Financial Group
Pennsylvania
$1.5M 42,442 -3,769 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.4M 39,593 +2,613 +7%
AAS
18
Asset Allocation Strategies
Michigan
$1.31M 37,217 -22,370 -38%
AA
19
Armis Advisers
Georgia
$1.22M 34,688 -7,726 -18%
WTB
20
Washington Trust Bank
Washington
$1.1M 31,146 -6,244 -17%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.02M 28,979 +17,142 +145%
CM
22
Columbus Macro
Pennsylvania
$1.01M 28,512 +2,421 +9%
KAS
23
Kestra Advisory Services
Texas
$907K 25,682 +3,754 +17%
PAG
24
Private Advisor Group
New Jersey
$895K 25,336 -268 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$828K 23,462 -3,170 -12%
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