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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.19M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$2.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.03M |
| 4 |
Jane Street
New York
|
+$1.46M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$17.6M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$9.58M |
| 3 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$7.16M |
| 4 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$2.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
76
RWA Wealth Partners
Newton,
Massachusetts
| – | -$224K | -6,300 | Closed |
|
77
Bessemer Group
Woodbridge,
New Jersey
| – | -$160K | -4,500 | Closed |
|
|
GSEP
78
Golden State Equity Partners
South Coast Metro,
California
| – | -$154K | -4,332 | Closed |
|
79
AssetMark Inc
Concord,
California
| – | -$32.8K | -922 | Closed |
|
|
CAL
80
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$6K | -157 | Closed |
|
|
HGERS
81
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$1K | -32 | Closed |
|
|
HCP
82
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$746 | -21 | Closed |
|
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.