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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

58 hedge funds and large institutions have $175M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
13
Increased
14
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.76M
3
ODG
3
O'Dell Group
Ohio
$11.4M
4
IWP
4
Invenio Wealth Partners
Florida
$5.15M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.8M
2
CPCM
2
Cardinal Point Capital Management
Ontario, Canada
$391K
3
AWM
3
AE Wealth Management
Kansas
$288K
4
Wells Fargo
4
Wells Fargo
California
$2.36M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.8M -$70.4M -1,876,449 -63%
CIM
2
Cambria Investment Management
California
$13.9M -$451K -12,024 -3%
OIA
3
OneDigital Investment Advisors
Kansas
$12.1M -$845K -22,528 -7%
ODG
4
O'Dell Group
Ohio
$11.4M +$6.05M +161,396 +113%
CWM
5
Centric Wealth Management
Illinois
$10.4M -$183K -5,013 -2%
EFG
6
Ethos Financial Group
Pennsylvania
$9.78M +$742K +19,792 +8%
Jane Street
7
Jane Street
New York
$8.19M +$8.19M +218,309 New
LPL Financial
8
LPL Financial
California
$7.58M +$65.3K +1,740 +0.9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.76M +$6.76M +180,335 New
AC
10
Avestar Capital
New York
$6.07M +$229K +6,118 +4%
IWP
11
Invenio Wealth Partners
Florida
$5.15M +$5.15M +137,378 New
EA
12
Efficient Advisors
Ohio
$3.27M -$359K -9,565 -10%
WTB
13
Washington Trust Bank
Washington
$3.04M -$516K -13,770 -15%
Betterment LLC
14
Betterment LLC
New York
$3.02M -$105K -2,810 -3%
IWM
15
IHT Wealth Management
Illinois
$2.66M +$646K +17,216 +32%
EAM
16
Empirical Asset Management
Massachusetts
$2.64M -$26.2K -698 -1%
AWM
17
Austin Wealth Management
Texas
$2.4M -$209K -5,693 -8%
Wells Fargo
18
Wells Fargo
California
$2.36M -$2.77M -73,890 -54%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.16M -$269K -7,176 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.13M +$1.67M +44,520 +365%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.94M -$801K -21,359 -29%
CWM
22
Comprehensive Wealth Management
Washington
$1.87M -$15.1K -402 -0.8%
CAN
23
Cetera Advisor Networks
California
$1.83M -$57.9K -1,543 -3%
TPWM
24
Twelve Points Wealth Management
Massachusetts
$1.41M -$28.1K -748 -2%
P
25
&Partners
Tennessee
$1.13M +$1.13M +30,113 New
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