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WisdomTree Managed Futures Strategy Fund

74 hedge funds and large institutions have $160M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43M
OIA
2
OneDigital Investment Advisors
Kansas
$17.6M
LPL Financial
3
LPL Financial
California
$17.1M
SA
4
Stewardship Advisors
Pennsylvania
$10.6M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.99M
CPA
6
Capital Performance Advisors
California
$9.95M
T
7
Tidemark
California
$9.54M
AC
8
Avestar Capital
New York
$4.91M
Raymond James Financial
9
Raymond James Financial
Florida
$2.39M
AWA
10
Arkadios Wealth Advisors
Georgia
$2.28M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.27M
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.81M
Wells Fargo
13
Wells Fargo
California
$1.53M
EFG
14
Ethos Financial Group
Pennsylvania
$1.51M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.37M
EA
16
Efficient Advisors
Ohio
$1.32M
CM
17
Columbus Macro
Pennsylvania
$1.29M
AAS
18
Asset Allocation Strategies
Michigan
$1.17M
CWM
19
Comprehensive Wealth Management
Washington
$1.02M
KAS
20
Kestra Advisory Services
Texas
$991K
KWA
21
Kingswood Wealth Advisors
California
$986K
PAG
22
Private Advisor Group
New Jersey
$902K
GWMIA
23
Global Wealth Management Investment Advisory
Florida
$860K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$815K
EAM
25
Empirical Asset Management
Massachusetts
$674K