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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
GSWM
51
Golden State Wealth Management
California
$184K -$15.1K -414 -8%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$168K +$51K +1,396 +46%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$153K -$5.48K -150 -4%
TFG
54
Team Financial Group
California
$143K +$11.5K +316 +9%
CFD
55
Creative Financial Designs
Indiana
$91.9K +$621 +17 +0.7%
AWM
56
AE Wealth Management
Kansas
$85.3K +$1.53K +42 +2%
CA
57
CoreCap Advisors
Michigan
$47.6K
CI
58
CX Institutional
Indiana
$31K -$1.24K -34 -4%
Comerica Bank
59
Comerica Bank
Texas
$24.5K -$36.3K -994 -61%
CWP
60
Concord Wealth Partners
Virginia
$17.7K -$29.2K -800 -63%
GRP
61
Global Retirement Partners
California
$9.47K
FFA
62
Farther Finance Advisors
California
$8.41K
LFG
63
Larson Financial Group
Missouri
$6.08K
AssetMark Inc
64
AssetMark Inc
California
$3.9K
SAM
65
Smartleaf Asset Management
Massachusetts
$2.42K
EWM
66
Evolution Wealth Management
Florida
$2.35K +$2.26K +62 New
UBS Group
67
UBS Group
Switzerland
$1.36K +$1.28K +35 +3,500%
SS
68
Sunbelt Securities
Texas
$1.02K +$986 +27 New
SC
69
Solstein Capital
California
$947
SA
70
Strategic Advocates
Utah
$455 +$438 +12 New
HNB
71
Huntington National Bank
Ohio
$38
AA
72
Armis Advisers
Georgia
-$1.22M -34,688 Closed
VF
73
Virtu Financial
New York
-$330K -9,344 Closed
ZI
74
ZEGA Investments
Florida
-$245K -6,938 Closed
FIM
75
Freedom Investment Management
Connecticut
-$231K -6,540 Closed

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.