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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

72 hedge funds and large institutions have $148M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
30
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$42.4M
2
RT
Rockland Trust
Massachusetts
$2.06M
3
Wells Fargo
Wells Fargo
California
$5.35M
4
Jane Street
Jane Street
New York
$1.44M
5
OIA
OneDigital Investment Advisors
Kansas
$19.2M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
$1.75M
2
EFG
Ethos Financial Group
Pennsylvania
$476K
3
IWP
Invenio Wealth Partners
Florida
$451K
4
WTB
Washington Trust Bank
Washington
$2.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
26
&Partners
Tennessee
$884K -$251K -7,123 -22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$859K +$525K +15,035 +157%
PAG
28
Private Advisor Group
New Jersey
$840K +$13.2K +377 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$808K +$69.2K +1,981 +9%
VF
30
Virtu Financial
New York
$694K +$694K +19,860 New
KAS
31
Kestra Advisory Services
Texas
$627K +$54.2K +1,551 +9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$621K -$771K -22,069 -55%
EFG
33
Elios Financial Group
Ohio
$616K +$9.85K +282 +2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$613K +$613K +17,542 New
CFG
35
Cooper Financial Group
California
$583K +$23.1K +660 +4%
RFG
36
REAP Financial Group
Texas
$541K -$81.3K -2,327 -13%
EWM
37
Endowment Wealth Management
Wisconsin
$529K +$21.3K +611 +4%
TW
38
Trajan Wealth
Arizona
$494K -$47.5K -1,361 -9%
CWM
39
Centric Wealth Management
Illinois
$485K -$26.6K -762 -5%
EFG
40
Ethos Financial Group
Pennsylvania
$476K -$9.41M -269,286 -95%
SP
41
Sequent Planning
Nebraska
$457K +$19.9K +570 +5%
IWP
42
Invenio Wealth Partners
Florida
$451K -$7.03M -201,373 -94%
CL
43
CSS LLC
Illinois
$368K +$368K +10,541 New
E
44
EntreWealth
Texas
$351K +$351K +9,906 New
TPWM
45
Twelve Points Wealth Management
Massachusetts
$320K -$843K -24,129 -72%
AWP
46
Axis Wealth Partners
Rhode Island
$302K +$302K +8,643 New
HI
47
Harbour Investments
Wisconsin
$276K +$3.14K +90 +1%
PFG
48
PAX Financial Group
Texas
$271K +$32.2K +922 +13%
CPCM
49
Cardinal Point Capital Management
Ontario, Canada
$236K – – –
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$231K +$231K +6,604 New
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