WisdomTree Managed Futures Strategy Fund
WTMF • ARCA
WisdomTree Managed Futures Strategy Fund is an exchange-traded fund on ARCA. As of Q3 2025, 70 institutional investors hold shares in this ETF, with total holdings valued at $141.2M. MORGAN STANLEY is the largest holder with a position valued at $42.6M.
Overview
Overview of institutional ownership in WTMF as of Q3 2025
All Institutions
- Institutions
- 70
- Value Held
- $141.2M
- Shares Held
- 3.7M
- Avg Position
- $2.0M
- Median Position
- $536.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $252.1K
- Shares Held
- 6.6K
- Avg Position
- $126.0K
- Median Position
- $126.0K
Biggest Investors
Institutions with the largest positions in WTMF as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $42.6M 0.00% of portfolio |
R Resources Investment Advisors, Inc. Pension/Endowment | $18.0M 0.19% of portfolio |
L LPL Financial LLC Institution | $12.5M 0.00% of portfolio |
 O'Dell Group, LLC RIA/Wealth | $12.1M 2.60% of portfolio |
 Stewardship Advisors, LLC RIA/Wealth | $10.5M 2.50% of portfolio |
 Avestar Capital, LLC RIA/Wealth | $5.0M 0.36% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $3.2M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $3.1M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.9M 0.00% of portfolio |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $2.8M 1.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WTMF in Q3 2025
- Traded
- −$2.5M
- Buyers
- 29
- Sellers
- 39
- Total Bought
- +$8.7M
- Total Sold
- −$11.2M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$2.6M +67.9K shares |
L LPL Financial LLC Institution | +$2.4M +63.1K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | +$585.2K +15.4K shares |
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | +$483.7K +12.8K shares |
 Comprehensive Wealth Management, LLC RIA/Wealth | +$350.1K +9.2K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | +$325.8K +8.6K shares |
 Discipline Wealth Solutions, LLC RIA/Wealth | +$303.0K +8.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$294.0K +7.8K shares |
O'Dell Group, LLC RIA/Wealth | +$290.8K +7.7K shares |
Stewardship Advisors, LLC RIA/Wealth | +$218.2K +5.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$1.4M −37.7K shares |
 Armis Advisers, LLC RIA/Wealth | −$1.2M −34.7K shares |
 Empirical Asset Management, LLC RIA/Wealth | −$1.1M −29.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.0M −27.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$927.6K −24.5K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$838.1K −22.1K shares |
W WASHINGTON TRUST BANK Institution | −$688.8K −18.2K shares |
Avestar Capital, LLC RIA/Wealth | −$516.4K −13.6K shares |
 Asset Allocation Strategies LLC RIA/Wealth | −$363.2K −9.6K shares |
 Efficient Advisors, LLC RIA/Wealth | −$348.4K −9.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WTMF in Q3 2025
- New Positions
- 3
- New Value
- $912.1K
- Exited Positions
- 7
- Exited Value
- $2.3M
New Positions
| Institution | Position Value |
|---|---|
Strategic Wealth Partners, Ltd. RIA/Wealth | $585.2K 15.4K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $325.8K 8.6K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $1.0K 27.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Armis Advisers, LLC RIA/Wealth | $1.2M 34.7K shares |
V Virtu Financial LLC Institution | $329.9K 9.3K shares |
 ZEGA Investments, LLC RIA/Wealth | $245.0K 6.9K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $230.9K 6.5K shares |
 ROCKLAND TRUST CO Private Equity | $212.7K 6.0K shares |
 Transce3nd, LLC RIA/Wealth | $48.9K 1.4K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $4.7K 132.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in WTMF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WTMF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O'Dell Group, LLC RIA/Wealth | 2.60% $12.1M |
Stewardship Advisors, LLC RIA/Wealth | 2.50% $10.5M |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 1.17% $2.8M |
Comprehensive Wealth Management, LLC RIA/Wealth | 0.60% $841.8K |
Avestar Capital, LLC RIA/Wealth | 0.36% $5.0M |
 Axis Wealth Partners, LLC RIA/Wealth | 0.33% $561.4K |
Empirical Asset Management, LLC RIA/Wealth | 0.33% $1.1M |
 Endowment Wealth Management, Inc. RIA/Wealth | 0.28% $614.7K |
Discipline Wealth Solutions, LLC RIA/Wealth | 0.22% $825.5K |
Asset Allocation Strategies LLC RIA/Wealth | 0.21% $1.0M |
Hedge Fund Spotlight
Discover hedge funds investing in WTMF
Solstein Capital, LLC
Hedge Fund • Value
Portfolio ManagerNadine F Terman
- Portfolio Value
- $218.5M
- Positions
- 447
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree Managed Futures Strategy Fund
- Market Value
- $947.0
- Shares Held
- 25.0
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $18.6M | 8.50% | |
Consumer Electronics Technology | $16.9M | 7.73% | |
Software - Infrastructure Technology | $11.9M | 5.44% |
