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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.

New
Increased
Maintained
Reduced
Closed

2.26% less ownership

Funds ownership: 85.71%83.46% (-2.3%)

6% less capital invested

Capital invested by funds: $175M → $164M (-$11M)

14% less funds holding

Funds holding: 5850 (-8)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
0.72%
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
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.8M +$1.37M +37,297 +3%
IWM
2
IHT Wealth Management
Illinois
$19.6M +$17.3M +470,089 +663%
OIA
3
OneDigital Investment Advisors
Kansas
$11.5M -$193K -5,269 -2%
ODG
4
O'Dell Group
Ohio
$11.4M
CWM
5
Centric Wealth Management
Illinois
$10.5M +$281K +7,654 +3%
EFG
6
Ethos Financial Group
Pennsylvania
$9.88M +$431K +11,752 +5%
IWP
7
Invenio Wealth Partners
Florida
$7.24M +$2.29M +62,341 +45%
LPL Financial
8
LPL Financial
California
$7.13M -$206K -5,599 -3%
AC
9
Avestar Capital
New York
$6.82M +$956K +26,037 +16%
Betterment LLC
10
Betterment LLC
New York
$2.85M -$70K -1,906 -2%
CIM
11
Cambria Investment Management
California
$2.79M -$10.8M -294,371 -79%
EA
12
Efficient Advisors
Ohio
$2.52M -$657K -17,898 -20%
AWM
13
Austin Wealth Management
Texas
$2.38M -$22.3K -608 -0.9%
EAM
14
Empirical Asset Management
Massachusetts
$2.34M -$218K -5,925 -8%
Jane Street
15
Jane Street
New York
$2.18M -$5.81M -158,232 -72%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.02M -$67.3K -1,833 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.95M -$104K -2,838 -5%
CWM
18
Comprehensive Wealth Management
Washington
$1.89M +$85K +2,316 +5%
Wells Fargo
19
Wells Fargo
California
$1.85M -$439K -11,963 -19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.68M -$197K -5,357 -10%
WTB
21
Washington Trust Bank
Washington
$1.52M -$1.44M -39,114 -48%
P
22
&Partners
Tennessee
$1.5M +$415K +11,312 +38%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.36M -$5.24M -142,843 -79%
TPWM
24
Twelve Points Wealth Management
Massachusetts
$1.27M -$99.7K -2,716 -7%
PAG
25
Private Advisor Group
New Jersey
$1.05M +$479K +13,052 +82%

WTMF Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2024, worth a combined $164M — down 6.3% from $175M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WTMF and 2 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was IHT Wealth Management, adding an estimated $17.3M. The largest seller was Cambria Investment Management, cutting an estimated $10.8M.

  • 50 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2024, down from 58 in Q1 2024.
  • Funds reported $164M of WisdomTree Managed Futures Strategy Fund stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2024 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2024 was IHT Wealth Management, an estimated $17.3M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2024 was Cambria Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.