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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

58 hedge funds and large institutions have $175M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
14
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.76M
3
ODG
3
O'Dell Group
Ohio
$11.4M
4
IWP
4
Invenio Wealth Partners
Florida
$5.15M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.8M
2
CPCM
2
Cardinal Point Capital Management
Ontario, Canada
$391K
3
AWM
3
AE Wealth Management
Kansas
$288K
4
Wells Fargo
4
Wells Fargo
California
$2.36M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
26
KLR Investment Advisors
Rhode Island
$1.07M -$155K -4,215 -13%
RFG
27
REAP Financial Group
Texas
$935K -$130K -3,454 -12%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$931K +$13.2K +353 +1%
TW
29
Trajan Wealth
Arizona
$825K +$825K +22,002 New
SA
30
Strategic Advocates
Utah
$744K -$33.3K -888 -4%
MLA
31
My Legacy Advisors
Oregon
$705K -$73.7K -1,966 -9%
CFG
32
Cooper Financial Group
California
$634K +$975 +26 +0.2%
KAS
33
Kestra Advisory Services
Texas
$614K – – –
PAG
34
Private Advisor Group
New Jersey
$598K -$602K -16,060 -50%
EWM
35
Endowment Wealth Management
Wisconsin
$562K -$69.5K -1,854 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$461K -$229K -6,116 -33%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$391K -$4.94M -131,677 -93%
MC
38
Moors & Cabot
Massachusetts
$349K +$9.38K +250 +3%
AWM
39
AE Wealth Management
Kansas
$288K -$3.05M -81,355 -91%
CA
40
Cetera Advisors
Colorado
$236K +$236K +6,305 New
FA
41
Fermata Advisors
California
$230K -$2.21K -59 -1%
EP
42
Eudaimonia Partners
Tennessee
$208K +$208K +5,550 New
AWM
43
Avior Wealth Management
Nebraska
$196K +$196K +5,236 New
HI
44
Harbour Investments
Wisconsin
$178K +$92.9K +2,477 +109%
AP
45
Advisors Preferred
Maryland
$175K +$124K +3,304 +245%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$124K +$1.57K +42 +1%
CFD
47
Creative Financial Designs
Indiana
$99.4K +$37.8K +1,009 +61%
Osaic Holdings
48
Osaic Holdings
Arizona
$96.9K -$117K -3,114 -55%
CA
49
CoreCap Advisors
Michigan
$78.7K +$78.7K +2,099 New
Comerica Bank
50
Comerica Bank
Texas
$28.4K -$1.27M -33,830 -98%
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