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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

72 hedge funds and large institutions have $148M invested in WisdomTree Managed Futures Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
30
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.4M
2
RT
2
Rockland Trust
Massachusetts
$2.06M
3
Wells Fargo
3
Wells Fargo
California
$5.35M
4
Jane Street
4
Jane Street
New York
$1.44M
5
OIA
5
OneDigital Investment Advisors
Kansas
$19.2M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.75M
2
EFG
2
Ethos Financial Group
Pennsylvania
$476K
3
IWP
3
Invenio Wealth Partners
Florida
$451K
4
WTB
4
Washington Trust Bank
Washington
$2.16M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.4M +$2.16M +61,697 +5%
OIA
2
OneDigital Investment Advisors
Kansas
$19.2M +$1.41M +40,403 +8%
ODG
3
O'Dell Group
Ohio
$11.1M +$8.07K +231 +0.1%
SA
4
Stewardship Advisors
Pennsylvania
$8.05M +$274K +7,841 +4%
AC
5
Avestar Capital
New York
$6.01M -$149K -4,258 -2%
LPL Financial
6
LPL Financial
California
$5.37M -$219K -6,280 -4%
Wells Fargo
7
Wells Fargo
California
$5.35M +$1.99M +57,036 +59%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.88M +$1.08M +31,044 +60%
HBS
9
Howard Bailey Securities
Indiana
$2.67M +$210K +6,018 +9%
Betterment LLC
10
Betterment LLC
New York
$2.59M -$41.6K -1,191 -2%
CIM
11
Cambria Investment Management
California
$2.55M -$41.5K -1,187 -2%
EA
12
Efficient Advisors
Ohio
$2.46M +$43.7K +1,250 +2%
WTB
13
Washington Trust Bank
Washington
$2.16M -$2.03M -58,016 -48%
RT
14
Rockland Trust
Massachusetts
$2.06M +$2.06M +59,001 New
Raymond James Financial
15
Raymond James Financial
Florida
$2.03M +$2.03M +58,152 New
AAS
16
Asset Allocation Strategies
Michigan
$2.01M +$418K +11,886 +26%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.94M +$68.2K +1,953 +4%
AWM
18
Austin Wealth Management
Texas
$1.9M -$254K -7,122 -12%
CWM
19
Comprehensive Wealth Management
Washington
$1.89M -$58.2K -1,667 -3%
EAM
20
Empirical Asset Management
Massachusetts
$1.77M +$133K +3,817 +8%
IWM
21
IHT Wealth Management
Illinois
$1.75M -$17.3M -494,990 -91%
AA
22
Armis Advisers
Georgia
$1.58M +$1.58M +45,366 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.52M -$1.5M -43,021 -50%
Jane Street
24
Jane Street
New York
$1.44M +$1.44M +41,113 New
SA
25
Strategic Advocates
Utah
$1.11M +$151K +4,324 +16%
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