WisdomTree Managed Futures Strategy Fund
WTMF
64 hedge funds and large institutions have $176M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
28% more funds holding
Funds holding: 50 → 64 (+14)
7% more capital invested
Capital invested by funds: $164M → $176M (+$12M)
1.92% more ownership
Funds ownership: 83.46% → 85.38% (+1.9%)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$7.98M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$6.93M |
| 3 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$2.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$9.94M |
| 2 |
Jane Street
New York
|
-$2.18M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.31M |
| 4 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$640K |
| 5 |
AC
Avestar Capital
New York
|
-$414K |
WTMF Hedge Fund Activity: Q3 2024 in Review
64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2024, worth a combined $176M — up 7.4% from $164M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new WTMF positions and 5 closed out — a net gain of 14 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Stewardship Advisors, opening a new position worth an estimated $7.98M. The largest seller was Centric Wealth Management, cutting an estimated $9.94M.
- 64 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2024, up from 50 in Q2 2024.
- Funds reported $176M of WisdomTree Managed Futures Strategy Fund stock for Q3 2024, up 7.4% quarter-over-quarter.
- 19 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2024 and 5 closed out, a net change of +14 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2024 was Stewardship Advisors, an estimated $7.98M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2024 was Centric Wealth Management, an estimated $9.94M sold.
Based on aggregated 13F filings for Q3 2024.