Who Owns WTMF?
WisdomTree Managed Futures Strategy Fund — Institutional Ownership & 13F Holdings
$40.72
+0.04 (+0.09%)
Market Cap
$212.2M
Shares Outstanding
5,299,937
Institutional Holders
68
Total Inst. Value
$102.5M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
16
Closed Positions
12
Increased
18
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $34.7M | 1,015,529 |
| 2 | O'Dell Group, LLC | $10.6M | 309,653 |
| 3 | Stewardship Advisors, LLCNew | $9.1M | 267,080 |
| 4 | Avestar Capital, LLC | $4.9M | 143,199 |
| 5 | Cetera Investment Advisers | $3.0M | 86,482 |
| 6 | WELLS FARGO & COMPANY/MN | $2.9M | 85,650 |
| 7 | HOWARD BAILEY SECURITIES, LLCNew | $2.6M | 76,417 |
| 8 | Cambria Investment Management, L.P. | $2.5M | 72,931 |
| 9 | Betterment LLC | $2.4M | 70,485 |
| 10 | Efficient Advisors, LLC | $2.1M | 62,312 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Stewardship Advisors, LLCNew | +267K | $9.1M |
| Cetera Investment Advisers | +31K | $3.0M |
| HOWARD BAILEY SECURITIES, LLCNew | +76K | $2.6M |
| RAYMOND JAMES FINANCIAL INC | +1K | $2.0M |
| Asset Allocation Strategies LLCNew | +57K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -199K | $34.7M |
| WELLS FARGO & COMPANY/MN | -68K | $2.9M |
| OneDigital Investment Advisors LLC | -40K | $17K |
| Avestar Capital, LLC | -29K | $4.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -28K | $533K |
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Frequently Asked Questions
How many institutional investors hold WTMF?
As of Q1 2025, 68 institutional investors report holding WTMF (WisdomTree Managed Futures Strategy Fund) in their 13F filings.
Which hedge fund owns the most WTMF?
The largest institutional holder of WTMF is MORGAN STANLEY with $34.7M in shares.
Are institutions buying or selling WTMF?
This quarter, 16 institutions opened new positions in WTMF and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.