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WisdomTree Managed Futures Strategy Fund
WTMF

50 hedge funds and large institutions have $164M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.26% less ownership

Funds ownership: 85.71% → 83.46% (-2.3%)

6% less capital invested

Capital invested by funds: $175M → $164M (-$11M)

14% less funds holding

Funds holding: 58 → 50 (-8)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
2
Increased
16
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$17.3M
2
IWP
Invenio Wealth Partners
Florida
+$2.29M
3
Morgan Stanley
Morgan Stanley
New York
+$1.37M
4
AC
Avestar Capital
New York
+$956K
5
PAG
Private Advisor Group
New Jersey
+$479K

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$10.8M
2
Jane Street
Jane Street
New York
-$5.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.24M
4
WTB
Washington Trust Bank
Washington
-$1.44M
5
EA
Efficient Advisors
Ohio
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Strategic Advocates
Utah
$888K +$170K +4,639 +23%
JP Morgan Chase
27
JP Morgan Chase
New York
$838K -$63.1K -1,719 -7%
RFG
28
REAP Financial Group
Texas
$713K -$194K -5,289 -21%
TW
29
Trajan Wealth
Arizona
$669K -$131K -3,561 -16%
MLA
30
My Legacy Advisors
Oregon
$631K -$51.9K -1,414 -8%
CFG
31
Cooper Financial Group
California
$608K -$5.1K -139 -0.8%
KAS
32
Kestra Advisory Services
Texas
$595K +$1.65K +45 +0.3%
EWM
33
Endowment Wealth Management
Wisconsin
$530K -$13.5K -369 -2%
AP
34
Advisors Preferred
Maryland
$401K +$235K +6,408 +138%
MML Investors Services
35
MML Investors Services
Massachusetts
$330K -$118K -3,215 -26%
Osaic Holdings
36
Osaic Holdings
Arizona
$288K +$197K +5,364 +208%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$245K -$135K -3,670 -35%
FA
38
Fermata Advisors
California
$220K -$2.86K -78 -1%
HI
39
Harbour Investments
Wisconsin
$216K +$44K +1,199 +25%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$143K +$22.5K +613 +18%
AWM
41
Avior Wealth Management
Nebraska
$131K -$60.1K -1,636 -31%
CFD
42
Creative Financial Designs
Indiana
$96.9K +$844 +23 +0.9%
CA
43
CoreCap Advisors
Michigan
$76.1K – – –
CA
44
Continuum Advisory
Idaho
$16.2K – – –
Comerica Bank
45
Comerica Bank
Texas
$15.5K -$12.2K -332 -44%
TSMHT
46
Thurston Springer Miller Herd & Titak
Indiana
$4.79K +$4.85K +132 New
SFA
47
Semmax Financial Advisors
North Carolina
$2.65K +$2.75K +75 New
SAM
48
Smartleaf Asset Management
Massachusetts
$2.1K – – –
GRP
49
Global Retirement Partners
California
$1.12K -$294 -8 -21%
HCP
50
Hexagon Capital Partners
Arkansas
$762 -$6.68K -182 -90%
1
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3

WTMF Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2024, worth a combined $164M — down 6.3% from $175M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTMF and 2 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was IHT Wealth Management, adding an estimated $17.3M. The largest seller was Cambria Investment Management, cutting an estimated $10.8M.

  • 50 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2024, down from 58 in Q1 2024.
  • Funds reported $164M of WisdomTree Managed Futures Strategy Fund stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2024 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2024 was IHT Wealth Management, an estimated $17.3M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2024 was Cambria Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.