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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
SFS
51
Sowell Financial Services
Arkansas
$234K +$228K +6,626 New
FIM
52
Freedom Investment Management
Connecticut
$231K +$620 +18 +0.3%
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$231K -$7.92K -230 -3%
RT
54
Rockland Trust
Massachusetts
$213K +$208K +6,024 New
GSWM
55
Golden State Wealth Management
California
$186K +$68.1K +1,978 +60%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$148K -$83.5K -2,423 -37%
TFG
57
Team Financial Group
California
$122K +$119K +3,462 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$108K +$1.07K +31 +1%
CFD
59
Creative Financial Designs
Indiana
$85K -$1.14K -33 -1%
AWM
60
AE Wealth Management
Kansas
$78K -$31.1K -902 -29%
Comerica Bank
61
Comerica Bank
Texas
$58K +$44.2K +1,282 +356%
T
62
Transce3nd
Texas
$48.9K -$896 -26 -2%
CWP
63
Concord Wealth Partners
Virginia
$44.7K +$792 +23 +2%
CA
64
CoreCap Advisors
Michigan
$44.4K -$482 -14 -1%
CI
65
CX Institutional
Indiana
$31K -$551 -16 -2%
GRP
66
Global Retirement Partners
California
$8.83K +$8.61K +250 New
FFA
67
Farther Finance Advisors
California
$7.84K +$7.65K +222 New
LFG
68
Larson Financial Group
Missouri
$5.67K
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$4.66K +$4.55K +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
UBS Group
74
UBS Group
Switzerland
$35 +$34 +1 New
IWM
75
IHT Wealth Management
Illinois
-$1.41M -41,298 Closed

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.