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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 %
Jane Street
26
Jane Street
New York
$777K 21,999 -6,595 -23%
EFG
27
Elios Financial Group
Ohio
$732K 20,734 +3,132 +18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$603K 17,075 +1,468 +9%
EWM
29
Endowment Wealth Management
Wisconsin
$566K 16,037 -534 -3%
CFG
30
Cooper Financial Group
California
$550K 15,579 -3,343 -18%
CL
31
CSS LLC
Illinois
$531K 15,050 +1 +0%
AWM
32
Austin Wealth Management
Texas
$531K 14,732 -32,860 -69%
SP
33
Sequent Planning
Nebraska
$514K 14,551 +1,398 +11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$504K 14,278 +5,949 +71%
DWS
35
Discipline Wealth Solutions
South Carolina
$487K 13,790 +13,790 New
CWM
36
Comprehensive Wealth Management
Washington
$458K 12,977 +12,977 New
IWP
37
Invenio Wealth Partners
Florida
$456K 12,921 – –
Betterment LLC
38
Betterment LLC
New York
$440K 12,448 -58,037 -82%
PFG
39
PAX Financial Group
Texas
$432K 12,237 +246 +2%
CWM
40
Centric Wealth Management
Illinois
$426K 11,758 -1,616 -12%
RFG
41
REAP Financial Group
Texas
$421K 11,928 -763 -6%
KWA
42
Kingswood Wealth Advisors
California
$415K 11,756 +11,756 New
AWP
43
Axis Wealth Partners
Rhode Island
$402K 11,373 -637 -5%
P
44
&Partners
Tennessee
$399K 11,295 -1,892 -14%
HI
45
Harbour Investments
Wisconsin
$388K 10,984 +1,301 +13%
CIM
46
Cambria Investment Management
California
$387K 10,963 -61,968 -85%
TW
47
Trajan Wealth
Arizona
$380K 10,766 -2,040 -16%
VF
48
Virtu Financial
New York
$330K 9,344 +9,344 New
AW
49
Alteri Wealth
California
$264K 7,485 +1,267 +20%
ZI
50
ZEGA Investments
Florida
$245K 6,938 – –
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