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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
$1.91M
2
SA
Stewardship Advisors
Pennsylvania
$9.12M
3
VAS
Vestmark Advisory Solutions
Massachusetts
$1.13M
4
EFG
Ethos Financial Group
Pennsylvania
$1.59M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$34.7M
2
Osaic Holdings
Osaic Holdings
Arizona
$428K
3
Wells Fargo
Wells Fargo
California
$2.92M
4
RT
Rockland Trust
Massachusetts
$0
5
CWM
Comprehensive Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.7M -$6.79M -198,997 -16%
OIA
2
OneDigital Investment Advisors
Kansas
$17.4M -$1.37M -40,152 -7%
ODG
3
O'Dell Group
Ohio
$10.6M -$238K -6,984 -2%
SA
4
Stewardship Advisors
Pennsylvania
$9.12M +$1.25M +36,540 +16%
LPL Financial
5
LPL Financial
California
$5.15M -$94.4K -2,765 -2%
AC
6
Avestar Capital
New York
$4.89M -$990K -28,999 -17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.95M +$1.06M +30,997 +56%
Wells Fargo
8
Wells Fargo
California
$2.92M -$2.31M -67,617 -44%
HBS
9
Howard Bailey Securities
Indiana
$2.61M +$2.36K +69 +0.1%
CIM
10
Cambria Investment Management
California
$2.55M – – –
Betterment LLC
11
Betterment LLC
New York
$2.41M -$127K -3,727 -5%
EA
12
Efficient Advisors
Ohio
$2.13M -$277K -8,102 -12%
AAS
13
Asset Allocation Strategies
Michigan
$2.03M +$84.4K +2,472 +4%
Raymond James Financial
14
Raymond James Financial
Florida
$2.03M +$47.6K +1,395 +2%
EAM
15
Empirical Asset Management
Massachusetts
$2M +$273K +7,999 +16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.91M +$1.31M +38,283 +215%
AWM
17
Austin Wealth Management
Texas
$1.61M -$192K -5,677 -11%
EFG
18
Ethos Financial Group
Pennsylvania
$1.59M +$1.12M +32,572 +239%
AA
19
Armis Advisers
Georgia
$1.45M -$101K -2,952 -7%
IWM
20
IHT Wealth Management
Illinois
$1.41M -$296K -8,674 -17%
WTB
21
Washington Trust Bank
Washington
$1.28M -$834K -24,433 -40%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.26M +$423K +12,382 +50%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$1.13M +$1.13M +33,229 New
Jane Street
24
Jane Street
New York
$976K -$427K -12,519 -30%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$909K +$119K +3,487 +15%
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