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WisdomTree Managed Futures Strategy Fund

77 hedge funds and large institutions have $161M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $142M → $161M (+$18.2M)

10% more funds holding

Funds holding: 7077 (+7)

1% more ownership

Funds ownership: 82.61%83.61% (+1%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
25
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
$43M +$206K +5,391 +0.5%
OIA
2
OneDigital Investment Advisors
Kansas
$17.6M -$509K -13,335 -3%
LPL Financial
3
LPL Financial
California
$17.1M +$4.63M +121,292 +37%
SA
4
Stewardship Advisors
Pennsylvania
$10.6M +$134K +3,513 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.99M +$6.95M +182,011 +225%
CPA
6
Capital Performance Advisors
California
$9.95M +$10M +261,688 New
T
7
Tidemark
California
$9.54M +$9.59M +250,990 New
AC
8
Avestar Capital
New York
$4.91M -$70.3K -1,839 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$2.39M +$1.52M +39,914 +173%
AWA
10
Arkadios Wealth Advisors
Georgia
$2.28M +$2.29M +59,920 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.27M -$973K -25,457 -30%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.81M +$110K +2,887 +6%
Wells Fargo
13
Wells Fargo
California
$1.53M -$1.35M -35,241 -47%
EFG
14
Ethos Financial Group
Pennsylvania
$1.51M -$1.83K -48 -0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.37M +$775K +20,288 +128%
EA
16
Efficient Advisors
Ohio
$1.32M -$103K -2,707 -7%
CM
17
Columbus Macro
Pennsylvania
$1.29M +$77.1K +2,019 +6%
AAS
18
Asset Allocation Strategies
Michigan
$1.17M +$123K +3,210 +12%
CWM
19
Comprehensive Wealth Management
Washington
$1.02M +$173K +4,541 +20%
KAS
20
Kestra Advisory Services
Texas
$991K +$48.1K +1,259 +5%
KWA
21
Kingswood Wealth Advisors
California
$986K +$53.5K +1,399 +6%
PAG
22
Private Advisor Group
New Jersey
$902K -$37.6K -983 -4%
GWMIA
23
Global Wealth Management Investment Advisory
Florida
$860K +$864K +22,612 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$815K +$152K +3,971 +23%
EAM
25
Empirical Asset Management
Massachusetts
$674K -$481K -12,599 -42%