Wisdomtree MGD Futures StratWTMFETF
13F holders, Q2 2025 (June 30)74holders +6
10new positions
5sold out
$35.31avg. 13F price*
At the end of Q2 2025, 74 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 6 from Q1 2025. 10 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($37.3M), OneDigital Investment Advisors LLC ($17.6M) and O'Dell Group, LLC ($11.0M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.3M |
| Exits | 5 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 351,849 shares bought and 320,791 shares sold, net +31,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Add +4.1% | 1,057,295 | $37.3M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -2.5% | 497,698 | $17.6M |
| O'Dell Group, LLC | 2.75% | Add +0.8% | 312,069 | $11.0M |
| Stewardship Advisors, LLC | 2.42% | Add +1.2% | 270,389 | $9.5M |
| LPL Financial LLC | 0.00% | Add +76.1% | 265,955 | $9.4M |
| Avestar Capital, LLC | 0.37% | Add +1.0% | 144,674 | $5.1M |
| Howard Bailey Securities, LLC | 1.08% | Add +4.1% | 98,784 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 87,984 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +148.0% | 82,418 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 78,631 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.9% | 77,289 | $2.7M |
| Empirical Asset Management, LLC | 0.65% | Add +1.9% | 59,627 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.2% | 47,544 | $1.7M |
| Efficient Advisors, LLC | 0.10% | Reduce -25.0% | 46,722 | $1.6M |
| Ethos Financial Group, LLC | 0.13% | Reduce -8.2% | 42,442 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.1% | 39,593 | $1.4M |
| Asset Allocation Strategies LLC | 0.29% | Reduce -37.5% | 37,217 | $1.3M |
| Bison Wealth, LLC | 0.10% | Reduce -18.2% | 34,688 | $1.2M |
| Washington Trust Bank | 0.09% | Reduce -16.7% | 31,146 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +144.8% | 28,979 | $1.0M |
| Columbus Macro, LLC | 0.12% | Add +9.3% | 28,512 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +17.1% | 25,682 | $907K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.1% | 25,336 | $895K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 23,462 | $828K |
| Jane Street Group, LLC | 0.00% | Reduce -23.1% | 21,999 | $777K |
| Elios Financial Group Inc. | 0.33% | Add +17.8% | 20,734 | $732K |
| Susquehanna International Group, LLP | 0.00% | Add +9.4% | 17,075 | $603K |
| Endowment Wealth Management, Inc. | 0.29% | Reduce -3.2% | 16,037 | $566K |
| Cooper Financial Group | 0.06% | Reduce -17.7% | 15,579 | $550K |
| Osaic Holdings, Inc. | 0.00% | Add +21.5% | 15,247 | $538K |
| CSS LLC | 0.10% | Add +0.0% | 15,050 | $531K |
| Austin Wealth Management, LLC | 0.09% | Reduce -69.0% | 14,732 | $531K |
| Sequent Planning LLC | 0.16% | Add +10.6% | 14,551 | $514K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +71.4% | 14,278 | $504K |
| Discipline Wealth Solutions, LLC | 0.19% | New | 13,790 | $487K |
| Comprehensive Wealth Management, LLC | 0.37% | New | 12,977 | $458K |
| Invenio Wealth Partners LLC | 0.18% | No change | 12,921 | $456K |
| Betterment LLC | 0.00% | Reduce -82.3% | 12,448 | $440K |
| PAX Financial Group, LLC | 0.08% | Add +2.0% | 12,237 | $432K |
| Centric Wealth Management | 0.10% | Reduce -12.1% | 11,758 | $426K |
| REAP Financial Group, LLC | 0.10% | Reduce -6.0% | 11,928 | $421K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 11,756 | $415K |
| Axis Wealth Partners, LLC | 0.26% | Reduce -5.3% | 11,373 | $402K |
| &partners | 0.00% | Reduce -14.3% | 11,295 | $399K |
| Harbour Investments, Inc. | 0.01% | Add +13.4% | 10,984 | $388K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -85.0% | 10,963 | $387K |
| Trajan Wealth LLC | 0.02% | Reduce -15.9% | 10,766 | $380K |
| Virtu Financial LLC | 0.02% | New | 9,344 | $330K |
| Alteri Wealth LLC | 0.10% | Add +20.4% | 7,485 | $264K |
| ZEGA Investments, LLC | 0.06% | No change | 6,938 | $245K |
| Sowell Financial Services LLC | 0.01% | New | 6,626 | $234K |
| Freedom Investment Management, Inc. | 0.02% | Add +0.3% | 6,540 | $231K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -3.4% | 6,530 | $231K |
| Rockland Trust Co. | 0.01% | New | 6,024 | $213K |
| Golden State Wealth Management, LLC | 0.02% | Add +60.0% | 5,275 | $186K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -36.7% | 4,181 | $148K |
| Team Financial Group, LLC | 0.06% | New | 3,462 | $122K |
| Royal Bank of Canada | 0.00% | Add +1.0% | 3,061 | $108K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.4% | 2,408 | $85K |
| AE Wealth Management LLC | 0.00% | Reduce -29.0% | 2,210 | $78K |
| Comerica Bank | 0.00% | Add +356.1% | 1,642 | $58K |
| Transce3nd, LLC | 0.02% | Reduce -1.8% | 1,386 | $49K |
| Concord Wealth Partners | 0.01% | Add +1.9% | 1,266 | $45K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.1% | 1,257 | $44K |
| CX Institutional | 0.00% | Reduce -1.8% | 865 | $31K |
| Global Retirement Partners, LLC | 0.00% | — | 250 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 222 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 161 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 132 | $5K |
| Assetmark, Inc. | 0.00% | No change | 103 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 79 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 64 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 25 | $883 |
| UBS Group AG | 0.00% | New | 1 | $35 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.