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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
TW
51
Trajan Wealth
Arizona
$283K -$38.7K -1,013 -12%
MFG
52
Merit Financial Group
Georgia
$255K +$256K +6,712 New
CIM
53
Cambria Investment Management
California
$224K -$7.07K -185 -3%
MML Investors Services
54
MML Investors Services
Massachusetts
$210K -$1.1M -28,793 -84%
IA
55
IFG Advisory
Georgia
$200K +$201K +5,270 New
TFG
56
Team Financial Group
California
$155K +$11.5K +300 +8%
GSWM
57
Golden State Wealth Management
California
$132K -$52.8K -1,382 -28%
LGWM
58
Litman Gregory Wealth Management
California
$132K +$133K +3,470 New
AWM
59
AE Wealth Management
Kansas
$128K +$42.4K +1,109 +49%
Comerica Bank
60
Comerica Bank
Texas
$125K +$101K +2,645 +408%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$119K -$51K -1,334 -30%
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$112K -$41.6K -1,089 -27%
CFD
63
Creative Financial Designs
Indiana
$92.5K +$267 +7 +0.3%
ACA
64
Aptus Capital Advisors
Alabama
$56.7K +$57K +1,491 New
CA
65
CoreCap Advisors
Michigan
$35.8K -$12.1K -316 -25%
CI
66
CX Institutional
Indiana
$30K -$1.18K -31 -4%
CWP
67
Concord Wealth Partners
Virginia
$17.7K
EWM
68
Evolution Wealth Management
Florida
$15.4K +$13.1K +343 +553%
GRP
69
Global Retirement Partners
California
$9.51K
SWP
70
Strategic Wealth Partners
Ohio
$8.36K -$582K -15,228 -99%
AssetMark Inc
71
AssetMark Inc
California
$3.92K
CA
72
Clearstead Advisors
Ohio
$3.8K +$3.82K +100 New
SAM
73
Smartleaf Asset Management
Massachusetts
$2.45K
SS
74
Sunbelt Securities
Texas
$1.03K
SC
75
Solstein Capital
California
$951