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

Top Sellers

1
CIM
1
Cambria Investment Management
California
$387K
2
Betterment LLC
2
Betterment LLC
New York
$440K
3
IWM
3
IHT Wealth Management
Illinois
$0
4
AWM
4
Austin Wealth Management
Texas
$531K
5
AAS
5
Asset Allocation Strategies
Michigan
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$234K +$234K +6,626 New
FIM
52
Freedom Investment Management
Connecticut
$231K +$636 +18 +0.3%
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$231K -$8.12K -230 -3%
RT
54
Rockland Trust
Massachusetts
$213K +$213K +6,024 New
GSWM
55
Golden State Wealth Management
California
$186K +$69.8K +1,978 +60%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$148K -$85.5K -2,423 -37%
TFG
57
Team Financial Group
California
$122K +$122K +3,462 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$108K +$1.09K +31 +1%
CFD
59
Creative Financial Designs
Indiana
$85K -$1.17K -33 -1%
AWM
60
AE Wealth Management
Kansas
$78K -$31.8K -902 -29%
Comerica Bank
61
Comerica Bank
Texas
$58K +$45.3K +1,282 +356%
T
62
Transce3nd
Texas
$48.9K -$918 -26 -2%
CWP
63
Concord Wealth Partners
Virginia
$44.7K +$812 +23 +2%
CA
64
CoreCap Advisors
Michigan
$44.4K -$494 -14 -1%
CI
65
CX Institutional
Indiana
$31K -$573 -16 -2%
GRP
66
Global Retirement Partners
California
$8.83K +$8.83K +250 New
FFA
67
Farther Finance Advisors
California
$7.84K +$7.84K +222 New
LFG
68
Larson Financial Group
Missouri
$5.67K – – –
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$4.66K +$4.66K +132 New
AssetMark Inc
70
AssetMark Inc
California
$3.64K – – –
SAM
71
Smartleaf Asset Management
Massachusetts
$2.26K – – –
SC
72
Solstein Capital
California
$883 – – –
HNB
73
Huntington National Bank
Ohio
$35 -$34 – –
UBS Group
74
UBS Group
Switzerland
$35 +$35 +1 New
IWM
75
IHT Wealth Management
Illinois
– -$1.41M -41,298 Closed
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