Wisdomtree MGD Futures StratWTMFETF
13F holders, Q3 2025 (September 30)71holders −3
5new positions
7sold out
$37.88avg. 13F price*
At the end of Q3 2025, 71 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, down 3 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($42.6M), OneDigital Investment Advisors LLC ($18.0M) and LPL Financial LLC ($12.5M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $915K |
| Exits | 7 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 236,089 shares bought and 298,671 shares sold, net −62,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Morgan Stanley | 0.00% | Add +6.4% | 1,125,199 | $42.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -4.4% | 475,576 | $18.0M |
| LPL Financial LLC | 0.00% | Add +23.7% | 329,065 | $12.5M |
| O'Dell Group, LLC | 2.60% | Add +2.5% | 319,746 | $12.1M |
| Stewardship Advisors, LLC | 2.47% | Add +2.1% | 276,149 | $10.5M |
| Avestar Capital, LLC | 0.35% | Reduce -9.4% | 131,042 | $5.0M |
| Howard Bailey Securities, LLC | 1.13% | Add +5.7% | 104,361 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 85,050 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 80,722 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 75,385 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -45.8% | 44,693 | $1.7M |
| Ethos Financial Group, LLC | 0.12% | Reduce -6.3% | 39,762 | $1.5M |
| Efficient Advisors, LLC | 0.08% | Reduce -19.7% | 37,527 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +18.4% | 34,323 | $1.3M |
| Columbus Macro, LLC | 0.14% | Add +11.9% | 31,897 | $1.2M |
| Empirical Asset Management, LLC | 0.32% | Reduce -49.1% | 30,334 | $1.1M |
| Asset Allocation Strategies LLC | 0.21% | Reduce -25.8% | 27,631 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 24,794 | $939K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 24,703 | $936K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +108.6% | 24,523 | $929K |
| Raymond James Financial Inc. | 0.00% | Reduce -51.5% | 23,059 | $874K |
| Comprehensive Wealth Management, LLC | 0.60% | Add +71.2% | 22,219 | $842K |
| Discipline Wealth Solutions, LLC | 0.22% | Add +58.0% | 21,789 | $825K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 21,710 | $823K |
| Jane Street Group, LLC | 0.00% | Reduce -16.0% | 18,479 | $700K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.4% | 17,478 | $662K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.3% | 16,345 | $619K |
| Endowment Wealth Management, Inc. | 0.28% | Add +1.2% | 16,224 | $615K |
| Cooper Financial Group | 0.07% | Add +2.5% | 15,965 | $605K |
| Sequent Planning LLC | 0.17% | Add +9.5% | 15,928 | $603K |
| Strategic Wealth Partners, Ltd. | 0.04% | New | 15,448 | $585K |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 15,846 | $582K |
| CSS LLC | 0.10% | No change | 15,050 | $570K |
| Austin Wealth Management, LLC | 0.09% | Reduce -0.5% | 14,652 | $563K |
| Axis Wealth Partners, LLC | 0.33% | Add +30.3% | 14,820 | $561K |
| Harbour Investments, Inc. | 0.01% | Add +22.8% | 13,490 | $511K |
| Washington Trust Bank | 0.04% | Reduce -58.4% | 12,966 | $491K |
| PAX Financial Group, LLC | 0.09% | Add +5.9% | 12,964 | $491K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -68.8% | 12,357 | $468K |
| REAP Financial Group, LLC | 0.10% | Reduce -2.9% | 11,578 | $439K |
| Centric Wealth Management | 0.09% | Reduce -7.0% | 10,936 | $416K |
| &partners | 0.00% | Reduce -4.6% | 10,779 | $408K |
| Alteri Wealth LLC | 0.11% | Add +15.8% | 8,664 | $328K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,600 | $326K |
| Trajan Wealth LLC | 0.01% | Reduce -21.5% | 8,449 | $320K |
| Betterment LLC | 0.00% | Reduce -37.7% | 7,759 | $294K |
| Invenio Wealth Partners LLC | 0.11% | Reduce -41.0% | 7,621 | $289K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 6,530 | $251K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.4% | 6,536 | $248K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -44.7% | 6,065 | $230K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -7.8% | 4,861 | $184K |
| Royal Bank of Canada | 0.00% | Add +45.6% | 4,457 | $168K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -3.6% | 4,031 | $153K |
| Team Financial Group, LLC | 0.07% | Add +9.1% | 3,778 | $143K |
| Creative Financial Designs Inc. | 0.01% | Add +0.7% | 2,425 | $92K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 2,252 | $85K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,257 | $48K |
| CX Institutional | 0.00% | Reduce -3.9% | 831 | $31K |
| Comerica Bank | 0.00% | Reduce -60.5% | 648 | $25K |
| Concord Wealth Partners | 0.00% | Reduce -63.2% | 466 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 250 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 222 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 161 | $6K |
| 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 |
| Evolution Wealth Management Inc. | 0.00% | New | 62 | $2K |
| UBS Group AG | 0.00% | Add +3500.0% | 36 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 27 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 25 | $947 |
| Strategic Advocates LLC | 0.00% | New | 12 | $455 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.