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WisdomTree Managed Futures Strategy Fund

70 hedge funds and large institutions have $142M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $136M → $142M (+$6.72M)

2.77% less ownership

Funds ownership: 85.38%82.61% (-2.8%)

4% less funds holding

Funds holding: 7370 (-3)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$662K +$117K +3,200 +22%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$619K -$26.6K -730 -4%
EWM
28
Endowment Wealth Management
Wisconsin
$615K +$6.83K +187 +1%
CFG
29
Cooper Financial Group
California
$605K +$14.1K +386 +2%
SP
30
Sequent Planning
Nebraska
$603K +$50.3K +1,377 +9%
SWP
31
Strategic Wealth Partners
Ohio
$585K +$564K +15,448 New
Osaic Holdings
32
Osaic Holdings
Arizona
$582K +$21.9K +599 +4%
CL
33
CSS LLC
Illinois
$570K
AWM
34
Austin Wealth Management
Texas
$563K -$2.92K -80 -0.5%
AWP
35
Axis Wealth Partners
Rhode Island
$561K +$126K +3,447 +30%
HI
36
Harbour Investments
Wisconsin
$511K +$91.5K +2,506 +23%
WTB
37
Washington Trust Bank
Washington
$491K -$664K -18,180 -58%
PFG
38
PAX Financial Group
Texas
$491K +$26.5K +727 +6%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$468K -$994K -27,236 -69%
RFG
40
REAP Financial Group
Texas
$439K -$12.8K -350 -3%
CWM
41
Centric Wealth Management
Illinois
$416K -$30K -822 -7%
P
42
&Partners
Tennessee
$408K -$18.8K -516 -5%
AW
43
Alteri Wealth
California
$328K +$43K +1,179 +16%
CIA
44
Concurrent Investment Advisors
Florida
$326K +$314K +8,600 New
TW
45
Trajan Wealth
Arizona
$320K -$84.6K -2,317 -22%
Betterment LLC
46
Betterment LLC
New York
$294K -$171K -4,689 -38%
IWP
47
Invenio Wealth Partners
Florida
$289K -$193K -5,300 -41%
CPCM
48
Cardinal Point Capital Management
Ontario, Canada
$251K
SFS
49
Sowell Financial Services
Arkansas
$248K -$3.29K -90 -1%
CIM
50
Cambria Investment Management
California
$230K -$179K -4,898 -45%

WTMF Hedge Fund Activity: Q3 2025 in Review

70 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2025, worth a combined $142M — up 5% from $136M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WTMF and 5 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $1.38M.

  • 70 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2025, down from 73 in Q2 2025.
  • Funds reported $142M of WisdomTree Managed Futures Strategy Fund stock for Q3 2025, up 5% quarter-over-quarter.
  • 5 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2025 was Morgan Stanley, an estimated $2.48M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2025.