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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

73 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, 27 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CIM
Cambria Investment Management
California
$387K
2
Betterment LLC
Betterment LLC
New York
$440K
3
IWM
IHT Wealth Management
Illinois
$0
4
AWM
Austin Wealth Management
Texas
$531K
5
AAS
Asset Allocation Strategies
Michigan
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$777K -$233K -6,595 -23%
EFG
27
Elios Financial Group
Ohio
$732K +$111K +3,132 +18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$603K +$51.8K +1,468 +9%
EWM
29
Endowment Wealth Management
Wisconsin
$566K -$18.9K -534 -3%
CFG
30
Cooper Financial Group
California
$550K -$118K -3,343 -18%
CL
31
CSS LLC
Illinois
$531K +$35 +1 +0%
AWM
32
Austin Wealth Management
Texas
$531K -$1.18M -32,860 -69%
SP
33
Sequent Planning
Nebraska
$514K +$49.4K +1,398 +11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$504K +$210K +5,949 +71%
DWS
35
Discipline Wealth Solutions
South Carolina
$487K +$487K +13,790 New
CWM
36
Comprehensive Wealth Management
Washington
$458K +$458K +12,977 New
IWP
37
Invenio Wealth Partners
Florida
$456K – – –
Betterment LLC
38
Betterment LLC
New York
$440K -$2.05M -58,037 -82%
PFG
39
PAX Financial Group
Texas
$432K +$8.69K +246 +2%
CWM
40
Centric Wealth Management
Illinois
$426K -$58.5K -1,616 -12%
RFG
41
REAP Financial Group
Texas
$421K -$26.9K -763 -6%
KWA
42
Kingswood Wealth Advisors
California
$415K +$415K +11,756 New
AWP
43
Axis Wealth Partners
Rhode Island
$402K -$22.5K -637 -5%
P
44
&Partners
Tennessee
$399K -$66.8K -1,892 -14%
HI
45
Harbour Investments
Wisconsin
$388K +$45.9K +1,301 +13%
CIM
46
Cambria Investment Management
California
$387K -$2.19M -61,968 -85%
TW
47
Trajan Wealth
Arizona
$380K -$72K -2,040 -16%
VF
48
Virtu Financial
New York
$330K +$330K +9,344 New
AW
49
Alteri Wealth
California
$264K +$44.7K +1,267 +20%
ZI
50
ZEGA Investments
Florida
$245K – – –
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