WTMF icon

WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

47 hedge funds and large institutions have $127M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
15
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.7M
2
CWM
2
Comprehensive Wealth Management
Washington
$1.75M
3
IWM
3
IHT Wealth Management
Illinois
$1.09M
4
LPL Financial
4
LPL Financial
California
$6.68M
5
AC
5
Avestar Capital
New York
$6.96M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$251K
3
CIM
3
Cambria Investment Management
California
$14.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$301K
5
WTB
5
Washington Trust Bank
Washington
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.7M +$2M +56,671 +4%
CIM
2
Cambria Investment Management
California
$14.8M -$1.1M -31,211 -7%
AC
3
Avestar Capital
New York
$6.96M +$722K +20,503 +12%
LPL Financial
4
LPL Financial
California
$6.68M +$794K +22,539 +13%
ODG
5
O'Dell Group
Ohio
$5.09M +$208K +5,903 +4%
CPCM
6
Cardinal Point Capital Management
Ontario, Canada
$4.95M +$281K +7,970 +6%
EA
7
Efficient Advisors
Ohio
$3.42M -$425K -12,083 -11%
Wells Fargo
8
Wells Fargo
California
$3.27M -$578K -16,419 -15%
Betterment LLC
9
Betterment LLC
New York
$3.15M -$177K -5,023 -5%
AWM
10
Austin Wealth Management
Texas
$2.63M +$2.63M +75,841 New
EAM
11
Empirical Asset Management
Massachusetts
$2.55M -$80.7K -2,292 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.35M +$309K +8,786 +15%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.96M -$21.4K -608 -1%
Jane Street
14
Jane Street
New York
$1.84M -$2.88M -81,681 -61%
CAN
15
Cetera Advisor Networks
California
$1.8M -$10.2K -291 -0.6%
CWM
16
Comprehensive Wealth Management
Washington
$1.75M +$1.28M +36,378 +272%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.45M +$35.8K +1,017 +3%
KIA
18
KLR Investment Advisors
Rhode Island
$1.1M -$37.6K -1,120 -3%
IWM
19
IHT Wealth Management
Illinois
$1.09M +$1.09M +30,958 New
T
20
TRUADVICE
Florida
$1.05M +$663K +19,365 +172%
PAG
21
Private Advisor Group
New Jersey
$979K +$121K +3,431 +14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$974K – – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$933K +$33K +937 +4%
SA
24
Strategic Advocates
Utah
$815K +$815K +23,157 New
WTB
25
Washington Trust Bank
Washington
$721K -$623K -17,702 -46%
1
2 3