WisdomTree Managed Futures Strategy Fund
WTMF
54 hedge funds and large institutions have $218M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
72% more capital invested
Capital invested by funds: $127M → $218M (+$91.1M)
33.95% more ownership
Funds ownership: 81.3% → 115.25% (+34%)
15% more funds holding
Funds holding: 47 → 54 (+7)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.8M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$11.9M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$10M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$8.33M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.84M |
| 2 |
AC
Avestar Capital
New York
|
-$1.44M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$1.29M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$468K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $1.26K | +$1.25K | +36 | New |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $349 | -$692 | -20 | -67% |
|
|
AIC
53
Archer Investment Corporation
Carmel,
Indiana
| $281 | – | – | – |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $35 | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $35 | +$35 | +1 | New |
|
|
56
Jane Street
New York
| – | -$1.84M | -52,339 | Closed |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$251K | -7,139 | Closed |
|
|
AWM
58
Avior Wealth Management
Omaha,
Nebraska
| – | -$40.5K | -1,149 | Closed |
|
|
PTC
59
Private Trust Company
Cleveland,
Ohio
| – | -$31.3K | -890 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.04K | -200 | Closed |
|
|
NA
61
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.16K | -33 | Closed |
|
|
SPIA
62
Steward Partners Investment Advisory
New York
| – | -$1.09K | -31 | Closed |
|
WTMF Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2023, worth a combined $218M — up 72% from $127M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WTMF positions and 7 closed out — a net gain of 8 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.8M. The largest seller was Jane Street, exiting entirely with an estimated $1.84M sold.
- 54 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2023, up from 47 in Q3 2023.
- Funds reported $218M of WisdomTree Managed Futures Strategy Fund stock for Q4 2023, up 72% quarter-over-quarter.
- 15 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2023 and 7 closed out, a net change of +8 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2023 was Morgan Stanley, an estimated $53.8M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2023 was Jane Street, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2023.