Wisdomtree MGD Futures StratWTMFETF
13F holders, Q1 2026 (March 31)82holders +4
15new positions
8sold out
$39.69avg. 13F price*
At the end of Q1 2026, 82 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 4 from Q4 2025. 15 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($44.0M), LPL Financial LLC ($18.9M) and Tidemark, LLC ($16.2M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.2M |
| Exits | 8 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 402,508 shares bought and 323,172 shares sold, net +79,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Morgan Stanley | 0.00% | Reduce -2.0% | 1,108,158 | $44.0M |
| LPL Financial LLC | 0.01% | Add +5.8% | 476,311 | $18.9M |
| Tidemark, LLC | 4.11% | Add +62.5% | 407,816 | $16.2M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -30.9% | 319,248 | $12.7M |
| Stewardship Advisors, LLC | 2.57% | Add +0.9% | 282,078 | $11.2M |
| Earned Wealth Advisors, LLC | 0.72% | Add +4.3% | 272,900 | $10.8M |
| Cetera Investment Advisers | 0.01% | Add +2.4% | 269,132 | $10.7M |
| Avestar Capital, LLC | 0.34% | Reduce -1.9% | 126,704 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +68.7% | 67,706 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.3% | 66,925 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +5.9% | 50,399 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +85.3% | 48,034 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +11.8% | 40,394 | $1.6M |
| Ethos Financial Group, LLC | 0.11% | Reduce -0.1% | 39,689 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -39.8% | 37,898 | $1.5M |
| Columbus Macro, LLC | 0.16% | Add +9.7% | 37,210 | $1.5M |
| Efficient Advisors, LLC | 0.10% | Add +1.1% | 35,208 | $1.4M |
| Asset Allocation Strategies LLC | 0.22% | Add +2.1% | 31,486 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +44.1% | 30,901 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.60% | Add +10.8% | 29,664 | $1.2M |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 24,100 | $956K |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | Add +2.3% | 23,120 | $918K |
| Financial Enhancement Group LLC | 0.11% | New | 21,426 | $864K |
| Susquehanna International Group, LLP | 0.00% | New | 20,311 | $806K |
| Empirical Asset Management, LLC | 0.20% | Add +4.8% | 18,593 | $738K |
| Advisor Resource Council | 0.29% | Add +19.6% | 18,516 | $735K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 18,155 | $720K |
| Harbour Investments, Inc. | 0.01% | Add +21.3% | 18,104 | $718K |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 18,175 | $715K |
| Sequent Planning LLC | 0.17% | Add +1.9% | 17,707 | $703K |
| Endowment Wealth Management, Inc. | 0.30% | Reduce -2.1% | 17,099 | $679K |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 16,534 | $656K |
| Axis Wealth Partners, LLC | 0.34% | Add +5.5% | 16,345 | $649K |
| Cooper Financial Group | 0.06% | Reduce -1.5% | 16,035 | $636K |
| CSS LLC | 0.10% | No change | 15,150 | $601K |
| VestGen Advisors, LLC | 0.02% | Add +1.9% | 13,844 | $571K |
| Arkadios Wealth Advisors | 0.01% | Reduce -76.0% | 14,361 | $570K |
| PAX Financial Group, LLC | 0.10% | Add +0.4% | 14,225 | $565K |
| Bison Wealth, LLC | 0.05% | Reduce -5.7% | 11,580 | $478K |
| Austin Wealth Management, LLC | 0.10% | Reduce -27.9% | 10,503 | $422K |
| &partners | 0.00% | Reduce -9.5% | 10,264 | $407K |
| REAP Financial Group, LLC | 0.08% | Reduce -14.2% | 9,720 | $386K |
| Clarity Asset Management, Inc. | 0.19% | New | 9,663 | $384K |
| Sowell Financial Services LLC | 0.01% | Add +23.0% | 9,570 | $380K |
| Alteri Wealth LLC | 0.12% | No change | 9,481 | $376K |
| Centric Wealth Management | 0.07% | Reduce -5.3% | 9,048 | $369K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,183 | $364K |
| Howard Bailey Securities, LLC | 0.15% | Reduce -1.7% | 9,051 | $359K |
| Discipline Wealth Solutions, LLC | 0.03% | Reduce -30.7% | 8,252 | $327K |
| Invenio Wealth Partners LLC | 0.12% | No change | 7,621 | $302K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,380 | $293K |
| Merit Financial Group, LLC | 0.00% | Add +8.8% | 7,306 | $290K |
| Trajan Wealth LLC | 0.01% | Reduce -2.1% | 7,282 | $289K |
| Betterment LLC | 0.00% | Reduce -4.0% | 7,251 | $288K |
| Washington Trust Bank | 0.02% | Reduce -44.4% | 7,220 | $287K |
| MML Investors Services, LLC | 0.00% | Add +11.4% | 6,158 | $244K |
| Mgo One Seven LLC | 0.00% | New | 5,594 | $222K |
| Fifth Third Bancorp | 0.00% | New | 5,547 | $220K |
| Rockland Trust Co. | 0.01% | New | 5,167 | $205K |
| Team Financial Group, LLC | 0.07% | No change | 4,078 | $162K |
| Royal Bank of Canada | 0.00% | Add +2.4% | 3,198 | $127K |
| Creative Financial Designs Inc. | 0.01% | Add +3.5% | 2,518 | $100K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -30.1% | 2,432 | $97K |
| AE Wealth Management LLC | 0.00% | Reduce -34.8% | 2,191 | $87K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,491 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -55.3% | 1,316 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,250 | $50K |
| Parallel Advisors, LLC | 0.00% | New | 782 | $31K |
| CX Institutional | 0.00% | Reduce -5.6% | 755 | $30K |
| UBS Group AG | 0.00% | New | 423 | $17K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -0.3% | 404 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -71.8% | 265 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +4.1% | 229 | $9K |
| Financial Connections Group, Inc. | 0.00% | New | 229 | $9K |
| Protective Life Corp. | 0.02% | New | 172 | $7K |
| Clearstead Advisors, LLC | 0.00% | Add +57.0% | 157 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 106 | $4K |
| Assetmark, Inc. | 0.00% | No change | 103 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 64 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 25 | $992 |
| SHP Wealth Management | 0.00% | No change | 12 | $476 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.