WTMF icon

WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

67 hedge funds and large institutions have $129M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
21
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31M
2
SA
Stewardship Advisors
Pennsylvania
+$1.25M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.13M
4
EFG
Ethos Financial Group
Pennsylvania
+$1.12M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.79M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.39M
3
Wells Fargo
Wells Fargo
California
-$2.31M
4
RT
Rockland Trust
Massachusetts
-$2.06M
5
CWM
Comprehensive Wealth Management
Washington
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
51
Alteri Wealth
California
$212K +$212K +6,218 New
MLA
52
My Legacy Advisors
Oregon
$210K -$171 -5 -0.1%
GSWM
53
Golden State Wealth Management
California
$113K +$106K +3,092 +1,508%
AWM
54
AE Wealth Management
Kansas
$106K -$26.5K -777 -20%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$103K -$37.2K -1,094 -27%
CFD
56
Creative Financial Designs
Indiana
$83.3K -$28.1K -823 -25%
KWM
57
Kiker Wealth Management
Georgia
$49.8K +$49.8K +1,460 New
T
58
Transce3nd
Texas
$48.2K -$6.69K -196 -12%
CA
59
CoreCap Advisors
Michigan
$43.4K -$27.4K -803 -39%
CWP
60
Concord Wealth Partners
Virginia
$42.4K -$5.26K -154 -11%
CI
61
CX Institutional
Indiana
$30K +$30K +881 New
Comerica Bank
62
Comerica Bank
Texas
$12.3K -$8.36K -245 -40%
LFG
63
Larson Financial Group
Missouri
$5.48K – – –
AssetMark Inc
64
AssetMark Inc
California
$3.52K +$3.52K +103 New
SAM
65
Smartleaf Asset Management
Massachusetts
$2.2K +$206 +6 +10%
SC
66
Solstein Capital
California
$853 +$853 +25 New
Q1WB
67
Quest 10 Wealth Builders
Virginia
$34 -$170 -5 -83%
HNB
68
Huntington National Bank
Ohio
$34 -$35 – –
RT
69
Rockland Trust
Massachusetts
– -$2.06M -59,001 Closed
CWM
70
Comprehensive Wealth Management
Washington
– -$1.89M -54,211 Closed
SA
71
Strategic Advocates
Utah
– -$1.11M -31,831 Closed
VF
72
Virtu Financial
New York
– -$694K -19,860 Closed
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
– -$613K -17,542 Closed
TPWM
74
Twelve Points Wealth Management
Massachusetts
– -$320K -9,171 Closed
TSS
75
Two Sigma Securities
New York
– -$230K -6,573 Closed
1 2
3
4