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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

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
Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
0.73%
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

1
IWM
IHT Wealth Management
Illinois
$19.6M
2
IWP
Invenio Wealth Partners
Florida
$7.24M
3
Morgan Stanley
Morgan Stanley
New York
$40.8M
4
AC
Avestar Capital
New York
$6.82M
5
PAG
Private Advisor Group
New Jersey
$1.05M

Top Sellers

1
CIM
Cambria Investment Management
California
$2.79M
2
Jane Street
Jane Street
New York
$2.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
4
WTB
Washington Trust Bank
Washington
$1.52M
5
EA
Efficient Advisors
Ohio
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Strategic Advocates
Utah
$888K +$168K +4,639 +23%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$838K -$62.4K -1,719 -7%
RFG
28
REAP Financial Group
Texas
$713K -$192K -5,289 -21%
TW
29
Trajan Wealth
Arizona
$669K -$129K -3,561 -16%
MLA
30
My Legacy Advisors
Oregon
$631K -$51.3K -1,414 -8%
CFG
31
Cooper Financial Group
California
$608K -$5.04K -139 -0.8%
KAS
32
Kestra Advisory Services
Texas
$595K +$1.63K +45 +0.3%
EWM
33
Endowment Wealth Management
Wisconsin
$530K -$13.4K -369 -2%
AP
34
Advisors Preferred
Maryland
$401K +$233K +6,408 +138%
MML Investors Services
35
MML Investors Services
Massachusetts
$330K -$117K -3,215 -26%
Osaic Holdings
36
Osaic Holdings
Arizona
$288K +$195K +5,364 +208%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$245K -$133K -3,670 -35%
FA
38
Fermata Advisors
California
$220K -$2.83K -78 -1%
HI
39
Harbour Investments
Wisconsin
$216K +$43.5K +1,199 +25%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$143K +$22.3K +613 +18%
AWM
41
Avior Wealth Management
Nebraska
$131K -$59.3K -1,636 -31%
CFD
42
Creative Financial Designs
Indiana
$96.9K +$834 +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 -$12K -332 -44%
TSMHT
46
Thurston Springer Miller Herd & Titak
Indiana
$4.79K +$4.79K +132 New
SFA
47
Semmax Financial Advisors
North Carolina
$2.65K +$2.65K +75 New
SAM
48
Smartleaf Asset Management
Massachusetts
$2.1K – – –
GRP
49
Global Retirement Partners
California
$1.12K -$290 -8 -21%
HCP
50
Hexagon Capital Partners
Arkansas
$762 -$6.6K -182 -90%
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