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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

67 hedge funds and large institutions have $129M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
21
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31M
2
SA
Stewardship Advisors
Pennsylvania
+$1.25M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.13M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.12M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.79M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.39M
3
Wells Fargo
Wells Fargo
California
-$2.31M
4
RT
Rockland Trust
Massachusetts
-$2.06M
5
CWM
Comprehensive Wealth Management
Washington
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
26
Columbus Macro
Pennsylvania
$890K +$890K +26,091 New
PAG
27
Private Advisor Group
New Jersey
$874K +$53.1K +1,556 +6%
KAS
28
Kestra Advisory Services
Texas
$748K +$135K +3,970 +22%
CFG
29
Cooper Financial Group
California
$646K +$75.8K +2,222 +13%
EFG
30
Elios Financial Group
Ohio
$601K -$1.37K -40 -0.2%
EWM
31
Endowment Wealth Management
Wisconsin
$566K +$49.1K +1,439 +10%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$533K -$950K -27,842 -64%
CL
33
CSS LLC
Illinois
$514K +$154K +4,508 +43%
CWM
34
Centric Wealth Management
Illinois
$456K -$17.9K -523 -4%
P
35
&Partners
Tennessee
$453K -$410K -11,947 -48%
SP
36
Sequent Planning
Nebraska
$449K +$2.05K +60 +0.5%
IWP
37
Invenio Wealth Partners
Florida
$441K – – –
TW
38
Trajan Wealth
Arizona
$437K -$46K -1,349 -10%
RFG
39
REAP Financial Group
Texas
$433K -$95.2K -2,789 -18%
Osaic Holdings
40
Osaic Holdings
Arizona
$428K -$2.39M -69,998 -85%
AWP
41
Axis Wealth Partners
Rhode Island
$410K +$115K +3,367 +39%
PFG
42
PAX Financial Group
Texas
$409K +$144K +4,220 +54%
MML Investors Services
43
MML Investors Services
Massachusetts
$404K +$404K +11,837 New
HI
44
Harbour Investments
Wisconsin
$330K +$61K +1,786 +23%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$284K +$284K +8,329 New
E
46
EntreWealth
Texas
$237K -$101K -2,950 -30%
ZI
47
ZEGA Investments
Florida
$237K +$237K +6,938 New
CPCM
48
Cardinal Point Capital Management
Ontario, Canada
$231K – – –
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$231K – – –
FIM
50
Freedom Investment Management
Connecticut
$223K +$223K +6,522 New
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