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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

54 hedge funds and large institutions have $218M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
OIA
2
OneDigital Investment Advisors
Kansas
$12.1M
3
CWM
3
Centric Wealth Management
Illinois
$10.2M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.45M
5
AWM
5
AE Wealth Management
Kansas
$3.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AC
2
Avestar Capital
New York
$5.47M
3
CIM
3
Cambria Investment Management
California
$13.4M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$1.48M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 2,964,916 +1,554,676 +110%
CIM
2
Cambria Investment Management
California
$13.4M 383,336 -37,299 -9%
OIA
3
OneDigital Investment Advisors
Kansas
$12.1M 344,624 +344,624 New
CWM
4
Centric Wealth Management
Illinois
$10.2M 289,644 +289,644 New
EFG
5
Ethos Financial Group
Pennsylvania
$8.45M 240,948 +240,948 New
LPL Financial
6
LPL Financial
California
$7.03M 200,511 +10,761 +6%
AC
7
Avestar Capital
New York
$5.47M 155,864 -41,709 -21%
ODG
8
O'Dell Group
Ohio
$5.02M 143,040 -1,560 -1%
CPCM
9
Cardinal Point Capital Management
Ontario, Canada
$4.98M 142,107 +1,450 +1%
Wells Fargo
10
Wells Fargo
California
$4.8M 136,839 +43,868 +47%
EA
11
Efficient Advisors
Ohio
$3.4M 96,877 -174 -0.2%
WTB
12
Washington Trust Bank
Washington
$3.32M 94,760 +74,277 +363%
AWM
13
AE Wealth Management
Kansas
$3.1M 89,045 +75,472 +556%
Betterment LLC
14
Betterment LLC
New York
$2.93M 83,399 -6,023 -7%
AWM
15
Austin Wealth Management
Texas
$2.58M 71,028 -4,813 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.56M 73,046 +6,432 +10%
EAM
17
Empirical Asset Management
Massachusetts
$2.5M 71,220 -1,336 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.27M 64,732 +37,070 +134%
IWM
19
IHT Wealth Management
Illinois
$1.88M 53,730 +22,772 +74%
CAN
20
Cetera Advisor Networks
California
$1.76M 50,311 -694 -1%
CWM
21
Comprehensive Wealth Management
Washington
$1.76M 50,164 +428 +0.9%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.48M 42,048 -13,533 -24%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$1.35M 38,406 -2,656 -6%
Comerica Bank
24
Comerica Bank
Texas
$1.21M 34,589 +34,159 +7,944%
KIA
25
KLR Investment Advisors
Rhode Island
$1.16M 33,206 +566 +2%
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