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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
Morgan Stanley
1
Morgan Stanley
New York
$42.6M +$2.48M +67,904 +6%
OIA
2
OneDigital Investment Advisors
Kansas
$18M -$808K -22,122 -4%
LPL Financial
3
LPL Financial
California
$12.5M +$2.3M +63,110 +24%
ODG
4
O'Dell Group
Ohio
$12.1M +$280K +7,677 +2%
SA
5
Stewardship Advisors
Pennsylvania
$10.5M +$210K +5,760 +2%
AC
6
Avestar Capital
New York
$4.96M -$498K -13,632 -9%
HBS
7
Howard Bailey Securities
Indiana
$3.95M +$204K +5,577 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.22M +$283K +7,761 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.06M -$265K -7,262 -8%
Wells Fargo
10
Wells Fargo
California
$2.86M -$119K -3,246 -4%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$1.69M -$1.38M -37,725 -46%
EFG
12
Ethos Financial Group
Pennsylvania
$1.51M -$97.8K -2,680 -6%
EA
13
Efficient Advisors
Ohio
$1.42M -$336K -9,195 -20%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.3M +$195K +5,344 +18%
CM
15
Columbus Macro
Pennsylvania
$1.21M +$124K +3,385 +12%
EAM
16
Empirical Asset Management
Massachusetts
$1.15M -$1.07M -29,293 -49%
AAS
17
Asset Allocation Strategies
Michigan
$1.05M -$350K -9,586 -26%
KAS
18
Kestra Advisory Services
Texas
$939K -$32.4K -888 -3%
PAG
19
Private Advisor Group
New Jersey
$936K -$23.1K -633 -2%
KWA
20
Kingswood Wealth Advisors
California
$929K +$466K +12,767 +109%
Raymond James Financial
21
Raymond James Financial
Florida
$874K -$894K -24,485 -51%
CWM
22
Comprehensive Wealth Management
Washington
$842K +$337K +9,242 +71%
DWS
23
Discipline Wealth Solutions
South Carolina
$825K +$292K +7,999 +58%
JP Morgan Chase
24
JP Morgan Chase
New York
$823K -$64K -1,752 -7%
Jane Street
25
Jane Street
New York
$700K -$129K -3,520 -16%

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.