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WisdomTree Managed Futures Strategy Fund
WTMF

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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

13% more funds holding

Funds holding: 64 → 72 (+8)

4.66% less ownership

Funds ownership: 85.38% → 80.72% (-4.7%)

16% less capital invested

Capital invested by funds: $176M → $148M (-$27.8M)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
0.95%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.19M
2
RT
Rockland Trust
Massachusetts
+$2.1M
3
Wells Fargo
Wells Fargo
California
+$2.03M
4
Jane Street
Jane Street
New York
+$1.46M
5
OIA
OneDigital Investment Advisors
Kansas
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$17.6M
2
EFG
Ethos Financial Group
Pennsylvania
-$9.58M
3
IWP
Invenio Wealth Partners
Florida
-$7.16M
4
WTB
Washington Trust Bank
Washington
-$2.06M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
51
Two Sigma Securities
New York
$230K +$234K +6,573 New
MLA
52
My Legacy Advisors
Oregon
$219K +$3.88K +109 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$144K +$2.28K +64 +2%
AWM
54
AE Wealth Management
Kansas
$136K +$138K +3,889 New
AWM
55
Avior Wealth Management
Nebraska
$136K +$9.96K +280 +8%
CFD
56
Creative Financial Designs
Indiana
$114K +$17.6K +494 +18%
FFA
57
Farther Finance Advisors
California
$76.8K +$32.8K +921 +72%
CA
58
CoreCap Advisors
Michigan
$72.4K -$889 -25 -1%
SAM
59
Synergy Asset Management
Washington
$64.8K +$64.8K +1,823 New
T
60
Transce3nd
Texas
$56.2K +$57.2K +1,608 New
CWP
61
Concord Wealth Partners
Virginia
$48.8K +$22K +620 +80%
Comerica Bank
62
Comerica Bank
Texas
$21.1K +$7.04K +198 +49%
FWM
63
FLP Wealth Management
Arkansas
$10.9K +$11.1K +313 New
GSWM
64
Golden State Wealth Management
California
$7.16K +$7.29K +205 New
LFG
65
Larson Financial Group
Missouri
$5.61K +$213 +6 +4%
TSMHT
66
Thurston Springer Miller Herd & Titak
Indiana
$4.61K – – –
SAM
67
Smartleaf Asset Management
Massachusetts
$2.01K – – –
GRP
68
Global Retirement Partners
California
$1.08K – – –
Bank of America
69
Bank of America
North Carolina
$873 +$889 +25 New
Q1WB
70
Quest 10 Wealth Builders
Virginia
$210 +$213 +6 New
CA
71
Continuum Advisory
Idaho
$67 – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$35 – – –
HNB
73
Huntington National Bank
Ohio
$35 – – –
BWP
74
Baldwin Wealth Partners
Massachusetts
– -$917K -25,803 Closed
KWA
75
Kingswood Wealth Advisors
California
– -$423K -11,918 Closed
1 2
3
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WTMF Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2024, worth a combined $148M — down 16% from $176M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WTMF positions and 9 closed out — a net gain of 9 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.19M. The largest seller was IHT Wealth Management, cutting an estimated $17.6M.

  • 72 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $148M of WisdomTree Managed Futures Strategy Fund stock for Q4 2024, down 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2024 and 9 closed out, a net change of +9 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2024 was Morgan Stanley, an estimated $2.19M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2024 was IHT Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2024.