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WisdomTree Managed Futures Strategy Fund

81 hedge funds and large institutions have $170M invested in WisdomTree Managed Futures Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $161M → $170M (+$9.88M)

5% more funds holding

Funds holding: 7781 (+4)

4.08% less ownership

Funds ownership: 83.61%79.53% (-4.1%)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
33
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44M -$877K -22,432 -2%
LPL Financial
2
LPL Financial
California
$18.9M +$1.01M +25,954 +6%
T
3
Tidemark
California
$16.2M +$6.13M +156,826 +62%
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M -$5.59M -142,993 -31%
SA
5
Stewardship Advisors
Pennsylvania
$11.2M +$94.5K +2,416 +0.9%
CPA
6
Capital Performance Advisors
California
$10.8M +$438K +11,212 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.7M +$250K +6,399 +2%
AC
8
Avestar Capital
New York
$5.03M -$97.7K -2,499 -2%
Wells Fargo
9
Wells Fargo
California
$2.69M +$1.08M +27,562 +69%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.66M +$287K +7,332 +12%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2M +$110K +2,819 +6%
KWA
12
Kingswood Wealth Advisors
California
$1.91M +$864K +22,112 +85%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.6M +$167K +4,260 +12%
EFG
14
Ethos Financial Group
Pennsylvania
$1.52M -$977 -25 -0.1%
Raymond James Financial
15
Raymond James Financial
Florida
$1.5M -$980K -25,075 -40%
CM
16
Columbus Macro
Pennsylvania
$1.48M +$129K +3,294 +10%
EA
17
Efficient Advisors
Ohio
$1.4M +$15.2K +388 +1%
AAS
18
Asset Allocation Strategies
Michigan
$1.25M +$25.2K +645 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.23M +$370K +9,452 +44%
CWM
20
Comprehensive Wealth Management
Washington
$1.18M +$114K +2,904 +11%
PAG
21
Private Advisor Group
New Jersey
$956K +$14.9K +380 +2%
GWMIA
22
Global Wealth Management Investment Advisory
Florida
$918K +$19.9K +508 +2%
FEG
23
Financial Enhancement Group
Indiana
$864K +$838K +21,426 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$806K +$794K +20,311 New
EAM
25
Empirical Asset Management
Massachusetts
$738K +$33.5K +858 +5%