WisdomTree Managed Futures Strategy Fund
WTMF
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.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 54 → 58 (+4)
20% less capital invested
Capital invested by funds: $218M → $175M (-$43.5M)
29.54% less ownership
Funds ownership: 115.25% → 85.71% (-30%)
50% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.47M |
| 3 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$5.79M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$4.93M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.4M |
| 2 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
-$4.73M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.92M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.65M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.48M |
WTMF Hedge Fund Activity: Q1 2024 in Review
58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2024, worth a combined $175M — down 20% from $218M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WTMF positions and 9 closed out — a net gain of 4 holders — while 14 added to existing stakes and 28 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $67.4M.
- 58 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $175M of WisdomTree Managed Futures Strategy Fund stock for Q1 2024, down 20% quarter-over-quarter.
- 13 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2024 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2024 was Jane Street, an estimated $7.84M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2024 was Morgan Stanley, an estimated $67.4M sold.
Based on aggregated 13F filings for Q1 2024.