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WisdomTree Managed Futures Strategy Fund

77 hedge funds and large institutions have $161M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $142M → $161M (+$18.2M)

10% more funds holding

Funds holding: 7077 (+7)

1% more ownership

Funds ownership: 82.61%83.61% (+1%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$673K -$153K -4,013 -18%
EWM
27
Endowment Wealth Management
Wisconsin
$664K +$47.4K +1,241 +8%
SP
28
Sequent Planning
Nebraska
$660K +$55.2K +1,444 +9%
CFG
29
Cooper Financial Group
California
$619K +$11.8K +308 +2%
Stifel Financial
30
Stifel Financial
Missouri
$615K +$618K +16,179 New
ARC
31
Advisor Resource Council
Texas
$598K +$591K +15,476 New
AWP
32
Axis Wealth Partners
Rhode Island
$589K +$25.4K +666 +4%
CL
33
CSS LLC
Illinois
$576K +$3.82K +100 +0.7%
HI
34
Harbour Investments
Wisconsin
$568K +$55K +1,439 +11%
AWM
35
Austin Wealth Management
Texas
$563K -$2.83K -74 -0.5%
PFG
36
PAX Financial Group
Texas
$539K +$46K +1,205 +9%
Jane Street
37
Jane Street
New York
$529K -$174K -4,563 -25%
VA
38
VestGen Advisors
Illinois
$516K +$519K +13,581 New
WTB
39
Washington Trust Bank
Washington
$494K +$573 +15 +0.1%
AA
40
Armis Advisers
Georgia
$479K +$469K +12,276 New
DWS
41
Discipline Wealth Solutions
South Carolina
$453K -$377K -9,875 -45%
RFG
42
REAP Financial Group
Texas
$431K -$9.4K -246 -2%
P
43
&Partners
Tennessee
$425K +$21.3K +557 +5%
E
44
Entelevest
Florida
$373K +$374K +9,798 New
CWM
45
Centric Wealth Management
Illinois
$369K -$52.8K -1,383 -13%
AW
46
Alteri Wealth
California
$360K +$31.2K +817 +9%
HBS
47
Howard Bailey Securities
Indiana
$350K -$3.64M -95,151 -91%
SFS
48
Sowell Financial Services
Arkansas
$296K +$47.6K +1,245 +19%
IWP
49
Invenio Wealth Partners
Florida
$290K
Betterment LLC
50
Betterment LLC
New York
$287K -$7.87K -206 -3%