Wisdomtree MGD Futures StratWTMFETF
13F holders, Q1 2025 (March 31)68holders −5
11new positions
15sold out
$34.15avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, down 5 from Q4 2024. 11 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($34.7M), OneDigital Investment Advisors LLC ($17.4M) and O'Dell Group, LLC ($10.6M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.5M |
| Exits | 15 | $7.2M |
All 13F filers, Q4 2024 → Q1 2025: 312,645 shares bought and 739,703 shares sold, net −427,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -16.4% | 1,015,529 | $34.7M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -7.3% | 510,539 | $17.4M |
| O'Dell Group, LLC | 2.74% | Reduce -2.2% | 309,653 | $10.6M |
| Stewardship Advisors, LLC | 2.46% | Add +15.8% | 267,080 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 150,991 | $5.2M |
| Avestar Capital, LLC | 0.47% | Reduce -16.8% | 143,199 | $4.9M |
| Howard Bailey Securities, LLC | 1.08% | Add +24.3% | 94,933 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +55.9% | 86,482 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -44.1% | 85,650 | $2.9M |
| Cambria Investment Management, L.P. | 0.18% | No change | 72,931 | $2.5M |
| Betterment LLC | 0.01% | Reduce -5.0% | 70,485 | $2.4M |
| Efficient Advisors, LLC | 0.14% | Reduce -11.5% | 62,312 | $2.1M |
| Asset Allocation Strategies LLC | 0.51% | Add +4.3% | 59,587 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 59,547 | $2.0M |
| Empirical Asset Management, LLC | 0.68% | Add +15.8% | 58,542 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +215.4% | 56,052 | $1.9M |
| Austin Wealth Management, LLC | 0.32% | Reduce -10.7% | 47,592 | $1.6M |
| Ethos Financial Group, LLC | 0.15% | Add +238.8% | 46,211 | $1.6M |
| Bison Wealth, LLC | 0.14% | Reduce -6.5% | 42,414 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -17.4% | 41,298 | $1.4M |
| Washington Trust Bank | 0.13% | Reduce -39.5% | 37,390 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.3% | 36,980 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 33,229 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -30.4% | 28,594 | $976K |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 26,632 | $909K |
| Columbus Macro, LLC | 0.12% | New | 26,091 | $890K |
| Private Advisor Group, LLC | 0.01% | Add +6.5% | 25,604 | $874K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.1% | 21,928 | $748K |
| Cooper Financial Group | 0.09% | Add +13.3% | 18,922 | $646K |
| Elios Financial Group Inc. | 0.30% | Reduce -0.2% | 17,602 | $601K |
| Endowment Wealth Management, Inc. | 0.36% | Add +9.5% | 16,571 | $566K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.1% | 15,607 | $533K |
| CSS LLC | 0.10% | Add +42.8% | 15,049 | $514K |
| Centric Wealth Management | 0.12% | Reduce -3.8% | 13,374 | $456K |
| &partners | 0.00% | Reduce -47.5% | 13,187 | $453K |
| Sequent Planning LLC | 0.16% | Add +0.5% | 13,153 | $449K |
| Invenio Wealth Partners LLC | 0.19% | No change | 12,921 | $441K |
| Trajan Wealth LLC | 0.02% | Reduce -9.5% | 12,806 | $437K |
| REAP Financial Group, LLC | 0.11% | Reduce -18.0% | 12,691 | $433K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.8% | 12,550 | $428K |
| Axis Wealth Partners, LLC | 0.30% | Add +39.0% | 12,010 | $410K |
| PAX Financial Group, LLC | 0.07% | Add +54.3% | 11,991 | $409K |
| MML Investors Services, LLC | 0.00% | New | 11,837 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +22.6% | 9,683 | $330K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,329 | $284K |
| Entrewealth, LLC | 0.18% | Reduce -29.8% | 6,956 | $237K |
| ZEGA Investments, LLC | 0.07% | New | 6,938 | $237K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 6,760 | $231K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 6,604 | $231K |
| Freedom Investment Management, Inc. | 0.02% | New | 6,522 | $223K |
| Alteri Wealth LLC | 0.09% | New | 6,218 | $212K |
| My Legacy Advisors, LLC | 0.08% | Reduce -0.1% | 6,147 | $210K |
| Golden State Wealth Management, LLC | 0.02% | Add +1508.3% | 3,297 | $113K |
| AE Wealth Management LLC | 0.00% | Reduce -20.0% | 3,112 | $106K |
| Royal Bank of Canada | 0.00% | Reduce -26.5% | 3,030 | $103K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.2% | 2,441 | $83K |
| Kiker Wealth Management, LLC | 0.03% | New | 1,460 | $50K |
| Transce3nd, LLC | 0.02% | Reduce -12.2% | 1,412 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -38.7% | 1,271 | $43K |
| Concord Wealth Partners | 0.01% | Reduce -11.0% | 1,243 | $42K |
| CX Institutional | 0.00% | New | 881 | $30K |
| Comerica Bank | 0.00% | Reduce -40.5% | 360 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 161 | $5K |
| Assetmark, Inc. | 0.00% | New | 103 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +1480.0% | 79 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.3% | 64 | $2K |
| Solstein Capital, LLC | 0.00% | New | 25 | $853 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -83.3% | 1 | $34 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.