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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 %
TSS
51
Two Sigma Securities
New York
$230K +$230K +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 +$2.24K +64 +2%
AWM
54
AE Wealth Management
Kansas
$136K +$136K +3,889 New
AWM
55
Avior Wealth Management
Nebraska
$136K +$9.78K +280 +8%
CFD
56
Creative Financial Designs
Indiana
$114K +$17.3K +494 +18%
FFA
57
Farther Finance Advisors
California
$76.8K +$32.2K +921 +72%
CA
58
CoreCap Advisors
Michigan
$72.4K -$873 -25 -1%
SAM
59
Synergy Asset Management
Washington
$64.8K +$64.8K +1,823 New
T
60
Transce3nd
Texas
$56.2K +$56.2K +1,608 New
CWP
61
Concord Wealth Partners
Virginia
$48.8K +$21.7K +620 +80%
Comerica Bank
62
Comerica Bank
Texas
$21.1K +$6.92K +198 +49%
FWM
63
FLP Wealth Management
Arkansas
$10.9K +$10.9K +313 New
GSWM
64
Golden State Wealth Management
California
$7.16K +$7.16K +205 New
LFG
65
Larson Financial Group
Missouri
$5.61K +$209 +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 +$873 +25 New
Q1WB
70
Quest 10 Wealth Builders
Virginia
$210 +$210 +6 New
CA
71
Continuum Advisory
Idaho
$67 – – –
HNB
72
Huntington National Bank
Ohio
$35 -$36 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$35 – – –
BWP
74
Baldwin Wealth Partners
Massachusetts
– -$917K -25,803 Closed
KWA
75
Kingswood Wealth Advisors
California
– -$423K -11,918 Closed
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