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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
Morgan Stanley
1
Morgan Stanley
New York
$37.3M +$1.44M +41,766 +4%
OIA
2
OneDigital Investment Advisors
Kansas
$17.6M -$442K -12,841 -3%
ODG
3
O'Dell Group
Ohio
$11M +$83.2K +2,416 +0.8%
SA
4
Stewardship Advisors
Pennsylvania
$9.55M +$114K +3,309 +1%
LPL Financial
5
LPL Financial
California
$9.39M +$3.96M +114,964 +76%
AC
6
Avestar Capital
New York
$5.11M +$50.8K +1,475 +1%
HBS
7
Howard Bailey Securities
Indiana
$3.49M +$133K +3,851 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.11M +$51.7K +1,502 +2%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$2.91M +$1.69M +49,189 +148%
Wells Fargo
10
Wells Fargo
California
$2.78M -$242K -7,019 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.73M +$732K +21,237 +38%
EAM
12
Empirical Asset Management
Massachusetts
$2.11M +$37.4K +1,085 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$1.68M -$414K -12,003 -20%
EA
14
Efficient Advisors
Ohio
$1.65M -$537K -15,590 -25%
EFG
15
Ethos Financial Group
Pennsylvania
$1.5M -$130K -3,769 -8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.4M +$90K +2,613 +7%
AAS
17
Asset Allocation Strategies
Michigan
$1.31M -$771K -22,370 -38%
AA
18
Armis Advisers
Georgia
$1.22M -$266K -7,726 -18%
WTB
19
Washington Trust Bank
Washington
$1.1M -$215K -6,244 -17%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.02M +$591K +17,142 +145%
CM
21
Columbus Macro
Pennsylvania
$1.01M +$83.4K +2,421 +9%
KAS
22
Kestra Advisory Services
Texas
$907K +$129K +3,754 +17%
PAG
23
Private Advisor Group
New Jersey
$895K -$9.23K -268 -1%
JP Morgan Chase
24
JP Morgan Chase
New York
$828K -$109K -3,170 -12%
Jane Street
25
Jane Street
New York
$777K -$227K -6,595 -23%

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.