WisdomTree Managed Futures Strategy Fund
WTMF
47 hedge funds and large institutions have $127M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 41 → 47 (+6)
1.71% more ownership
Funds ownership: 79.58% → 81.3% (+1.7%)
4% more capital invested
Capital invested by funds: $123M → $127M (+$4.74M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.99M |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$1.28M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$791K |
| 5 |
AC
Avestar Capital
New York
|
+$719K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.86M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$1.09M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$975K |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$621K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | -$70 | -2 | Closed |
|
WTMF Hedge Fund Activity: Q3 2023 in Review
47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2023, worth a combined $127M — up 3.9% from $123M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTMF positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.99M. The largest seller was Jane Street, cutting an estimated $2.86M.
- 47 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2023, up from 41 in Q2 2023.
- Funds reported $127M of WisdomTree Managed Futures Strategy Fund stock for Q3 2023, up 3.9% quarter-over-quarter.
- 9 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2023 and 3 closed out, a net change of +6 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2023 was Morgan Stanley, an estimated $1.99M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2023 was Jane Street, an estimated $2.86M sold.
Based on aggregated 13F filings for Q3 2023.