WisdomTree Managed Futures Strategy Fund
WTMF
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.
2.26% less ownership
Funds ownership: 85.71% → 83.46% (-2.3%)
6% less capital invested
Capital invested by funds: $175M → $164M (-$11M)
14% less funds holding
Funds holding: 58 → 50 (-8)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
43% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 28
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$17.3M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$2.29M |
| 3 |
Morgan Stanley
New York
|
+$1.37M |
| 4 |
AC
Avestar Capital
New York
|
+$956K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$10.8M |
| 2 |
Jane Street
New York
|
-$5.81M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.24M |
| 4 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$1.44M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
51
Huntington National Bank
Columbus,
Ohio
| $36 | – | – | – |
|
|
MC
52
Moors & Cabot
Boston,
Massachusetts
| – | -$349K | -9,300 | Closed |
|
|
AWM
53
AE Wealth Management
Topeka,
Kansas
| – | -$288K | -7,690 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.24K | -113 | Closed |
|
|
BHWM
55
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$2.85K | -76 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2.22K | -59 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$1.91K | -51 | Closed |
|
WTMF Hedge Fund Activity: Q2 2024 in Review
50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2024, worth a combined $164M — down 6.3% from $175M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WTMF and 2 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 16 added.
The largest buyer was IHT Wealth Management, adding an estimated $17.3M. The largest seller was Cambria Investment Management, cutting an estimated $10.8M.
- 50 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2024, down from 58 in Q1 2024.
- Funds reported $164M of WisdomTree Managed Futures Strategy Fund stock for Q2 2024, down 6.3% quarter-over-quarter.
- 2 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2024 and 6 closed out, a net change of -4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2024 was IHT Wealth Management, an estimated $17.3M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2024 was Cambria Investment Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2024.