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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

54 hedge funds and large institutions have $218M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
OIA
OneDigital Investment Advisors
Kansas
$12.1M
3
CWM
Centric Wealth Management
Illinois
$10.2M
4
EFG
Ethos Financial Group
Pennsylvania
$8.45M
5
AWM
AE Wealth Management
Kansas
$3.1M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
AC
Avestar Capital
New York
$5.47M
3
CIM
Cambria Investment Management
California
$13.4M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.12M +$147K +4,194 +15%
RFG
27
REAP Financial Group
Texas
$996K +$996K +28,398 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$858K -$71.2K -2,031 -8%
SA
29
Strategic Advocates
Utah
$727K -$84.9K -2,420 -10%
MLA
30
My Legacy Advisors
Oregon
$727K +$13.9K +398 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$646K +$80.6K +2,298 +14%
CFG
32
Cooper Financial Group
California
$592K +$2.17K +62 +0.4%
EWM
33
Endowment Wealth Management
Wisconsin
$590K -$36.1K -1,030 -6%
KAS
34
Kestra Advisory Services
Texas
$574K +$27.1K +772 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$472K +$472K +13,410 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$428K +$428K +12,202 New
PWM
37
Perigon Wealth Management
California
$367K +$367K +10,478 New
MC
38
Moors & Cabot
Massachusetts
$317K +$36.8K +1,050 +13%
TFG
39
Team Financial Group
California
$225K -$101K -2,882 -31%
FA
40
Fermata Advisors
California
$218K +$10.1K +289 +5%
CM
41
Columbus Macro
Pennsylvania
$215K +$215K +6,150 New
Osaic Holdings
42
Osaic Holdings
Arizona
$200K -$101K -2,865 -33%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$115K -$106K -3,021 -48%
HI
44
Harbour Investments
Wisconsin
$80K +$80K +2,282 New
CFD
45
Creative Financial Designs
Indiana
$57.5K -$5.54K -158 -9%
UBS Group
46
UBS Group
Switzerland
$56.9K +$56.9K +1,623 New
AP
47
Advisors Preferred
Maryland
$47.3K +$47.3K +1,351 New
HCP
48
Hexagon Capital Partners
Arkansas
$7.12K – – –
LF
49
Lee Financial
Texas
$2.28K +$2.28K +65 New
SAM
50
Smartleaf Asset Management
Massachusetts
$2.03K +$2.03K +58 New
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