Wisdomtree MGD Futures StratWTMFETF
13F holders, Q2 2026 (June 30)83holders +1
8new positions
7sold out
$40.87avg. 13F price*
At the end of Q2 2026, 83 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 1 from Q1 2026. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($46.9M), LPL Financial LLC ($20.5M) and Tidemark, LLC ($17.7M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.1M |
| Exits | 7 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 450,182 shares bought and 65,983 shares sold, net +384,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +3.5% | 1,147,194 | $46.9M |
| LPL Financial LLC | 0.00% | Add +5.4% | 502,047 | $20.5M |
| Tidemark, LLC | 3.98% | Add +6.0% | 432,433 | $17.7M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -1.3% | 315,199 | $12.9M |
| Stewardship Advisors, LLC | 2.47% | Add +3.3% | 291,438 | $11.9M |
| Cetera Investment Advisers | 0.01% | Add +2.8% | 276,616 | $11.3M |
| Earned Wealth Advisors, LLC | 0.72% | Add +0.3% | 273,756 | $11.2M |
| Stillwater Private Wealth, LLC | 4.56% | New | 168,608 | $7.0M |
| Avestar Capital, LLC | 0.32% | Add +3.8% | 131,519 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 76,053 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +6.1% | 71,809 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +6.6% | 51,188 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | No change | 50,399 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +124.3% | 45,561 | $1.9M |
| Columbus Macro, LLC | 0.17% | Add +12.0% | 41,669 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 37,268 | $1.5M |
| Ethos Financial Group, LLC | 0.10% | Reduce -9.9% | 35,749 | $1.5M |
| Asset Allocation Strategies LLC | 0.21% | Add +7.1% | 33,725 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 32,524 | $1.3M |
| Comprehensive Wealth Management, LLC | 0.59% | Add +6.2% | 31,506 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +29912.6% | 30,913 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.3% | 26,963 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | New | 26,477 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +54.5% | 25,539 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +5.8% | 25,508 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | Add +0.5% | 23,225 | $949K |
| Financial Enhancement Group LLC | 0.11% | Add +5.0% | 22,492 | $919K |
| Advisor Resource Council | 0.28% | Add +9.8% | 20,332 | $833K |
| Empirical Asset Management, LLC | 0.18% | Add +4.2% | 19,375 | $791K |
| Harbour Investments, Inc. | 0.01% | Add +5.9% | 19,180 | $784K |
| Sequent Planning LLC | 0.16% | Add +6.0% | 18,763 | $766K |
| Centric Wealth Management | 0.12% | Add +99.6% | 18,058 | $742K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 18,155 | $742K |
| Endowment Wealth Management, Inc. | 0.28% | Add +2.9% | 17,596 | $719K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 17,648 | $715K |
| Axis Wealth Partners, LLC | 0.31% | Reduce -2.8% | 15,891 | $649K |
| CSS LLC | 0.08% | No change | 15,150 | $619K |
| Cooper Financial Group | 0.05% | Reduce -5.8% | 15,110 | $617K |
| Clarity Asset Management, Inc. | 0.29% | Add +48.6% | 14,357 | $586K |
| PAX Financial Group, LLC | 0.09% | Reduce -0.5% | 14,150 | $578K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.1% | 13,916 | $568K |
| VestGen Advisors, LLC | 0.02% | Reduce -0.4% | 13,789 | $563K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +28.1% | 11,761 | $480K |
| Austin Wealth Management, LLC | 0.09% | Reduce -2.3% | 10,267 | $419K |
| Bison Wealth, LLC | 0.04% | Reduce -12.5% | 10,136 | $415K |
| &partners | 0.00% | Reduce -3.3% | 9,921 | $405K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.5% | 9,519 | $389K |
| Alteri Wealth LLC | 0.11% | Add +0.2% | 9,501 | $388K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,280 | $338K |
| MML Investors Services, LLC | 0.00% | Add +25.9% | 7,754 | $317K |
| Discipline Wealth Solutions, LLC | 0.03% | Reduce -6.7% | 7,702 | $315K |
| Invenio Wealth Partners LLC | 0.11% | No change | 7,621 | $311K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -16.0% | 7,604 | $311K |
| Trajan Wealth LLC | 0.01% | Reduce -4.2% | 6,979 | $285K |
| REAP Financial Group, LLC | 0.05% | Reduce -29.6% | 6,845 | $280K |
| Simplicity Wealth,LLC | 0.01% | New | 5,628 | $230K |
| Mgo One Seven LLC | 0.00% | Reduce -0.5% | 5,566 | $227K |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 5,444 | $222K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,101 | $208K |
| Rockland Trust Co. | 0.01% | Reduce -2.8% | 5,025 | $205K |
| IFG Advisory, LLC | 0.01% | New | 3,827 | $156K |
| AE Wealth Management LLC | 0.00% | Add +47.9% | 3,240 | $132K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 3,172 | $130K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.6% | 2,503 | $102K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -12.7% | 2,123 | $87K |
| Tounjian Advisory Partners, LLC | 0.03% | New | 1,497 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,491 | $61K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,316 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $51K |
| Highland Investment Advisors LLC | 0.02% | — | 910 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 782 | $32K |
| CX Institutional | 0.00% | Reduce -4.9% | 718 | $29K |
| UBS Group AG | 0.00% | Add +57.5% | 666 | $27K |
| Evolution Wealth Management Inc. | 0.01% | No change | 404 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 265 | $11K |
| Concord Wealth Partners | 0.00% | New | 251 | $10K |
| Global Retirement Partners, LLC | 0.00% | — | 250 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 229 | $9K |
| Clearstead Advisors, LLC | 0.00% | Reduce -19.1% | 127 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 64 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 25 | $1K |
| SHP Wealth Management | 0.00% | No change | 12 | $490 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.