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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

64 hedge funds and large institutions have $176M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
16
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Stewardship Advisors
Pennsylvania
$7.91M
2
OIA
OneDigital Investment Advisors
Kansas
$18.1M
3
WTB
Washington Trust Bank
Washington
$4.26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.07M
5
Wells Fargo
Wells Fargo
California
$3.42M

Top Sellers

1
CWM
Centric Wealth Management
Illinois
$517K
2
Jane Street
Jane Street
New York
$0
3
LPL Financial
LPL Financial
California
$5.68M
4
EAM
Empirical Asset Management
Massachusetts
$1.66M
5
AC
Avestar Capital
New York
$6.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
26
&Partners
Tennessee
$1.15M -$326K -9,168 -22%
SA
27
Strategic Advocates
Utah
$977K +$107K +3,019 +12%
BWP
28
Baldwin Wealth Partners
Massachusetts
$917K +$917K +25,803 New
PAG
29
Private Advisor Group
New Jersey
$841K -$189K -5,320 -18%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$752K -$68.7K -1,933 -8%
RFG
31
REAP Financial Group
Texas
$633K -$65.6K -1,848 -9%
EFG
32
Elios Financial Group
Ohio
$617K +$617K +17,360 New
KAS
33
Kestra Advisory Services
Texas
$583K – – –
CFG
34
Cooper Financial Group
California
$570K -$25.8K -727 -4%
TW
35
Trajan Wealth
Arizona
$551K -$104K -2,925 -16%
CWM
36
Centric Wealth Management
Illinois
$517K -$9.79M -277,626 -95%
EWM
37
Endowment Wealth Management
Wisconsin
$516K -$3.3K -93 -0.6%
SP
38
Sequent Planning
Nebraska
$445K +$445K +12,523 New
KWA
39
Kingswood Wealth Advisors
California
$423K +$423K +11,918 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$340K +$340K +9,563 New
HI
41
Harbour Investments
Wisconsin
$277K +$65.7K +1,849 +31%
PFG
42
PAX Financial Group
Texas
$243K +$243K +6,849 New
CPCM
43
Cardinal Point Capital Management
Ontario, Canada
$240K – – –
RWP
44
RWA Wealth Partners
Massachusetts
$224K +$224K +6,300 New
MLA
45
My Legacy Advisors
Oregon
$215K -$403K -11,351 -65%
Bessemer Group
46
Bessemer Group
New Jersey
$160K +$160K +4,500 New
GSEP
47
Golden State Equity Partners
California
$154K +$154K +4,332 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$144K +$4.58K +129 +3%
AWM
49
Avior Wealth Management
Nebraska
$128K – – –
CFD
50
Creative Financial Designs
Indiana
$98.4K +$3.45K +97 +4%
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2
3