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WisdomTree Managed Futures Strategy Fund

50 hedge funds and large institutions have $164M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
2
Increased
16
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.8M +$1.35M +37,297 +3%
IWM
2
IHT Wealth Management
Illinois
$19.6M +$17.1M +470,089 +663%
OIA
3
OneDigital Investment Advisors
Kansas
$11.5M -$191K -5,269 -2%
ODG
4
O'Dell Group
Ohio
$11.4M
CWM
5
Centric Wealth Management
Illinois
$10.5M +$276K +7,654 +3%
EFG
6
Ethos Financial Group
Pennsylvania
$9.88M +$426K +11,752 +5%
IWP
7
Invenio Wealth Partners
Florida
$7.24M +$2.26M +62,341 +45%
LPL Financial
8
LPL Financial
California
$7.13M -$203K -5,599 -3%
AC
9
Avestar Capital
New York
$6.82M +$944K +26,037 +16%
Betterment LLC
10
Betterment LLC
New York
$2.85M -$69.1K -1,906 -2%
CIM
11
Cambria Investment Management
California
$2.79M -$10.7M -294,371 -79%
EA
12
Efficient Advisors
Ohio
$2.52M -$649K -17,898 -20%
AWM
13
Austin Wealth Management
Texas
$2.38M -$22.3K -608 -0.9%
EAM
14
Empirical Asset Management
Massachusetts
$2.34M -$215K -5,925 -8%
Jane Street
15
Jane Street
New York
$2.18M -$5.74M -158,232 -72%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.02M -$66.5K -1,833 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.95M -$103K -2,838 -5%
CWM
18
Comprehensive Wealth Management
Washington
$1.89M +$84K +2,316 +5%
Wells Fargo
19
Wells Fargo
California
$1.85M -$434K -11,963 -19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.68M -$194K -5,357 -10%
WTB
21
Washington Trust Bank
Washington
$1.52M -$1.42M -39,114 -48%
P
22
&Partners
Tennessee
$1.5M +$410K +11,312 +38%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.36M -$5.18M -142,843 -79%
TPWM
24
Twelve Points Wealth Management
Massachusetts
$1.27M -$98.5K -2,716 -7%
PAG
25
Private Advisor Group
New Jersey
$1.05M +$473K +13,052 +82%