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WisdomTree Managed Futures Strategy Fund

73 hedge funds and large institutions have $136M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

9% more funds holding

Funds holding: 6773 (+6)

2.54% more ownership

Funds ownership: 82.84%85.38% (+2.5%)

4% more capital invested

Capital invested by funds: $130M → $136M (+$5.54M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
26
Elios Financial Group
Ohio
$732K +$108K +3,132 +18%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$603K +$50.6K +1,468 +9%
EWM
28
Endowment Wealth Management
Wisconsin
$566K -$18.4K -534 -3%
CFG
29
Cooper Financial Group
California
$550K -$115K -3,343 -18%
Osaic Holdings
30
Osaic Holdings
Arizona
$538K +$92.9K +2,697 +21%
CL
31
CSS LLC
Illinois
$531K +$34 +1 +0%
AWM
32
Austin Wealth Management
Texas
$531K -$1.13M -32,860 -69%
SP
33
Sequent Planning
Nebraska
$514K +$48.2K +1,398 +11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$504K +$205K +5,949 +71%
DWS
35
Discipline Wealth Solutions
South Carolina
$487K +$475K +13,790 New
CWM
36
Comprehensive Wealth Management
Washington
$458K +$447K +12,977 New
IWP
37
Invenio Wealth Partners
Florida
$456K
Betterment LLC
38
Betterment LLC
New York
$440K -$2M -58,037 -82%
PFG
39
PAX Financial Group
Texas
$432K +$8.47K +246 +2%
CWM
40
Centric Wealth Management
Illinois
$426K -$55.7K -1,616 -12%
RFG
41
REAP Financial Group
Texas
$421K -$26.3K -763 -6%
KWA
42
Kingswood Wealth Advisors
California
$415K +$405K +11,756 New
AWP
43
Axis Wealth Partners
Rhode Island
$402K -$21.9K -637 -5%
P
44
&Partners
Tennessee
$399K -$65.2K -1,892 -14%
HI
45
Harbour Investments
Wisconsin
$388K +$44.8K +1,301 +13%
CIM
46
Cambria Investment Management
California
$387K -$2.13M -61,968 -85%
TW
47
Trajan Wealth
Arizona
$380K -$70.3K -2,040 -16%
VF
48
Virtu Financial
New York
$330K +$322K +9,344 New
AW
49
Alteri Wealth
California
$264K +$43.7K +1,267 +20%
ZI
50
ZEGA Investments
Florida
$245K

WTMF Hedge Fund Activity: Q2 2025 in Review

73 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2025, worth a combined $136M — up 4.3% from $130M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WTMF positions and 5 closed out — a net gain of 6 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.96M. The largest seller was Cambria Investment Management, cutting an estimated $2.13M.

  • 73 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $136M of WisdomTree Managed Futures Strategy Fund stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2025 was LPL Financial, an estimated $3.96M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2025 was Cambria Investment Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2025.