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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

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.

Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
16
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stewardship Advisors
Pennsylvania
$7.91M
2
OIA
2
OneDigital Investment Advisors
Kansas
$18.1M
3
WTB
3
Washington Trust Bank
Washington
$4.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.07M
5
Wells Fargo
5
Wells Fargo
California
$3.42M

Top Sellers

1
CWM
1
Centric Wealth Management
Illinois
$517K
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$5.68M
4
EAM
4
Empirical Asset Management
Massachusetts
$1.66M
5
AC
5
Avestar Capital
New York
$6.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.9M 1,152,829 +27,065 +2%
IWM
2
IHT Wealth Management
Illinois
$19.4M 544,962 +3,927 +0.7%
OIA
3
OneDigital Investment Advisors
Kansas
$18.1M 510,288 +193,461 +61%
ODG
4
O'Dell Group
Ohio
$11.2M 316,406 +11,970 +4%
EFG
5
Ethos Financial Group
Pennsylvania
$10.1M 282,925 +10,433 +4%
SA
6
Stewardship Advisors
Pennsylvania
$7.91M 222,699 +222,699 New
IWP
7
Invenio Wealth Partners
Florida
$7.61M 214,294 +14,575 +7%
AC
8
Avestar Capital
New York
$6.27M 176,456 -11,563 -6%
LPL Financial
9
LPL Financial
California
$5.68M 160,036 -36,616 -19%
WTB
10
Washington Trust Bank
Washington
$4.26M 119,839 +77,963 +186%
Wells Fargo
11
Wells Fargo
California
$3.42M 96,231 +45,245 +89%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.07M 86,470 +48,978 +131%
Betterment LLC
13
Betterment LLC
New York
$2.68M 75,403 -3,280 -4%
CIM
14
Cambria Investment Management
California
$2.63M 74,118 -2,823 -4%
HBS
15
Howard Bailey Securities
Indiana
$2.5M 70,330 +70,330 New
EA
16
Efficient Advisors
Ohio
$2.46M 69,164 -250 -0.4%
AWM
17
Austin Wealth Management
Texas
$2.12M 60,391 -4,336 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.03M 57,237 +1,514 +3%
CWM
19
Comprehensive Wealth Management
Washington
$1.98M 55,878 +3,800 +7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.9M 53,532 -352 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.83M 51,504 +43,560 +548%
EAM
22
Empirical Asset Management
Massachusetts
$1.66M 46,726 -17,871 -28%
AAS
23
Asset Allocation Strategies
Michigan
$1.61M 45,229 +45,229 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.42M 39,838 -6,492 -14%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.18M 33,300 -1,642 -5%
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