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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

73 hedge funds and large institutions have $137M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.39M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.88M
3
VAS
Vestmark Advisory Solutions
Massachusetts
$2.91M
4
Morgan Stanley
Morgan Stanley
New York
$37.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.73M

Top Sellers

1
CIM
Cambria Investment Management
California
$387K
2
Betterment LLC
Betterment LLC
New York
$440K
3
IWM
IHT Wealth Management
Illinois
$0
4
AWM
Austin Wealth Management
Texas
$531K
5
AAS
Asset Allocation Strategies
Michigan
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.3M +$1.47M +41,766 +4%
OIA
2
OneDigital Investment Advisors
Kansas
$17.6M -$453K -12,841 -3%
ODG
3
O'Dell Group
Ohio
$11M +$85.3K +2,416 +0.8%
SA
4
Stewardship Advisors
Pennsylvania
$9.55M +$117K +3,309 +1%
LPL Financial
5
LPL Financial
California
$9.39M +$4.06M +114,964 +76%
AC
6
Avestar Capital
New York
$5.11M +$52.1K +1,475 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.11M +$53K +1,502 +2%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$2.91M +$1.74M +49,189 +148%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.88M +$2.45M +70,038 +558%
Wells Fargo
10
Wells Fargo
California
$2.78M -$248K -7,019 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.73M +$750K +21,237 +38%
HBS
12
Howard Bailey Securities
Indiana
$2.66M -$33.2K -941 -1%
EAM
13
Empirical Asset Management
Massachusetts
$2.11M +$38.3K +1,085 +2%
Raymond James Financial
14
Raymond James Financial
Florida
$1.68M -$424K -12,003 -20%
EA
15
Efficient Advisors
Ohio
$1.65M -$550K -15,590 -25%
EFG
16
Ethos Financial Group
Pennsylvania
$1.5M -$133K -3,769 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.4M +$92.3K +2,613 +7%
AAS
18
Asset Allocation Strategies
Michigan
$1.31M -$790K -22,370 -38%
AA
19
Armis Advisers
Georgia
$1.22M -$273K -7,726 -18%
WTB
20
Washington Trust Bank
Washington
$1.1M -$220K -6,244 -17%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.02M +$605K +17,142 +145%
CM
22
Columbus Macro
Pennsylvania
$1.01M +$85.5K +2,421 +9%
KAS
23
Kestra Advisory Services
Texas
$907K +$133K +3,754 +17%
PAG
24
Private Advisor Group
New Jersey
$895K -$9.46K -268 -1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$828K -$112K -3,170 -12%
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