Wisdomtree MGD Futures StratWTMFETF
13F holders, Q4 2025 (December 31)78holders +7
13new positions
7sold out
$38.03avg. 13F price*
At the end of Q4 2025, 78 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 7 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($43.0M), OneDigital Investment Advisors LLC ($17.6M) and LPL Financial LLC ($17.1M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $25.5M |
| Exits | 7 | $1.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,074,901 shares bought and 301,384 shares sold, net +773,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Add +0.5% | 1,130,590 | $43.0M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -2.8% | 462,241 | $17.6M |
| LPL Financial LLC | 0.00% | Add +36.9% | 450,357 | $17.1M |
| Stewardship Advisors, LLC | 2.46% | Add +1.3% | 279,662 | $10.6M |
| Cetera Investment Advisers | 0.01% | Add +225.5% | 262,733 | $10.0M |
| Earned Wealth Advisors, LLC | 0.71% | New | 261,688 | $9.9M |
| Tidemark, LLC | 2.71% | New | 250,990 | $9.5M |
| Avestar Capital, LLC | 0.34% | Reduce -1.4% | 129,203 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +173.1% | 62,973 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | New | 59,920 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.9% | 59,593 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +6.5% | 47,580 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -46.8% | 40,144 | $1.5M |
| Ethos Financial Group, LLC | 0.11% | Reduce -0.1% | 39,714 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +128.0% | 36,134 | $1.4M |
| Efficient Advisors, LLC | 0.08% | Reduce -7.2% | 34,820 | $1.3M |
| Columbus Macro, LLC | 0.14% | Add +6.3% | 33,916 | $1.3M |
| Asset Allocation Strategies LLC | 0.22% | Add +11.6% | 30,841 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.60% | Add +20.4% | 26,760 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +5.1% | 26,053 | $991K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +5.7% | 25,922 | $986K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.0% | 23,720 | $902K |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | New | 22,612 | $860K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.7% | 21,449 | $815K |
| Empirical Asset Management, LLC | 0.19% | Reduce -41.5% | 17,735 | $674K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 17,697 | $673K |
| Endowment Wealth Management, Inc. | 0.31% | Add +7.7% | 17,465 | $664K |
| Sequent Planning LLC | 0.17% | Add +9.1% | 17,372 | $660K |
| Cooper Financial Group | 0.07% | Add +1.9% | 16,273 | $619K |
| Stifel Financial Corp. | 0.00% | New | 16,179 | $615K |
| Advisor Resource Council | 0.21% | New | 15,476 | $598K |
| Axis Wealth Partners, LLC | 0.33% | Add +4.5% | 15,486 | $589K |
| CSS LLC | 0.10% | Add +0.7% | 15,150 | $576K |
| Harbour Investments, Inc. | 0.01% | Add +10.7% | 14,929 | $568K |
| Austin Wealth Management, LLC | 0.08% | Reduce -0.5% | 14,578 | $563K |
| PAX Financial Group, LLC | 0.09% | Add +9.3% | 14,169 | $539K |
| Jane Street Group, LLC | 0.00% | Reduce -24.7% | 13,916 | $529K |
| VestGen Advisors, LLC | 0.02% | New | 13,581 | $516K |
| Washington Trust Bank | 0.03% | Add +0.1% | 12,981 | $494K |
| Bison Wealth, LLC | 0.05% | New | 12,276 | $479K |
| Discipline Wealth Solutions, LLC | 0.08% | Reduce -45.3% | 11,914 | $453K |
| REAP Financial Group, LLC | 0.09% | Reduce -2.1% | 11,332 | $431K |
| &partners | 0.00% | Add +5.2% | 11,336 | $425K |
| Entelevest, LLC | 0.39% | — | 9,798 | $373K |
| Centric Wealth Management | 0.08% | Reduce -12.7% | 9,553 | $369K |
| Alteri Wealth LLC | 0.12% | Add +9.4% | 9,481 | $360K |
| Howard Bailey Securities, LLC | 0.14% | Reduce -91.2% | 9,210 | $350K |
| Sowell Financial Services LLC | 0.01% | Add +19.1% | 7,781 | $296K |
| Invenio Wealth Partners LLC | 0.11% | No change | 7,621 | $290K |
| Betterment LLC | 0.00% | Reduce -2.6% | 7,553 | $287K |
| Trajan Wealth LLC | 0.01% | Reduce -12.0% | 7,436 | $283K |
| Merit Financial Group, LLC | 0.00% | New | 6,712 | $255K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -3.0% | 5,880 | $224K |
| MML Investors Services, LLC | 0.00% | Reduce -83.9% | 5,530 | $210K |
| IFG Advisory, LLC | 0.01% | New | 5,270 | $200K |
| Team Financial Group, LLC | 0.07% | Add +7.9% | 4,078 | $155K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -28.4% | 3,479 | $132K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 3,470 | $132K |
| AE Wealth Management LLC | 0.00% | Add +49.3% | 3,361 | $128K |
| Comerica Bank | 0.00% | Add +408.2% | 3,293 | $125K |
| Royal Bank of Canada | 0.00% | Reduce -29.9% | 3,123 | $119K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -27.0% | 2,942 | $112K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 2,432 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,491 | $57K |
| CoreCap Advisors, LLC | 0.00% | Reduce -25.1% | 941 | $36K |
| CX Institutional | 0.00% | Reduce -3.7% | 800 | $30K |
| Concord Wealth Partners | 0.00% | No change | 466 | $18K |
| Evolution Wealth Management Inc. | 0.01% | Add +553.2% | 405 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 250 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -98.6% | 220 | $8K |
| Assetmark, Inc. | 0.00% | No change | 103 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 64 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -53.2% | 37 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 27 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 25 | $951 |
| Strategic Advocates LLC | 0.00% | No change | 12 | $459 |
| SHP Wealth Management | 0.00% | — | 12 | $456 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.