Wisdomtree MGD Futures StratWTMFETF
13F holders, Q1 2024 (March 31)57holders
$37.43avg. 13F price*
At the end of Q1 2024, 57 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings. The largest holders were Morgan Stanley ($40.8M), Cambria Investment Management, L.P. ($13.9M) and OneDigital Investment Advisors LLC ($12.1M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $21.7M |
| Exits | 9 | $2.8M |
Ownership 57 holders
| Morgan Stanley | 0.00% | Reduce -26.6% | 1,088,467 | $40.8M |
| Cambria Investment Management, L.P. | 0.83% | Reduce -3.1% | 371,312 | $13.9M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -6.5% | 322,096 | $12.1M |
| O'Dell Group, LLC | 2.80% | Add +112.8% | 304,436 | $11.4M |
| Centric Wealth Management | 3.31% | Reduce -1.7% | 284,631 | $10.4M |
| Ethos Financial Group, LLC | 1.87% | Add +8.2% | 260,740 | $9.8M |
| Jane Street Group, LLC | 0.01% | New | 218,309 | $8.2M |
| LPL Financial LLC | 0.00% | Add +0.9% | 202,251 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | New | 180,335 | $6.8M |
| Avestar Capital, LLC | 0.70% | Add +3.9% | 161,982 | $6.1M |
| Invenio Wealth Partners LLC | 2.78% | New | 137,378 | $5.2M |
| Efficient Advisors, LLC | 0.21% | Reduce -9.9% | 87,312 | $3.3M |
| Washington Trust Bank | 0.29% | Reduce -14.5% | 80,990 | $3.0M |
| Betterment LLC | 0.01% | Reduce -3.4% | 80,589 | $3.0M |
| IHT Wealth Management, LLC | 0.11% | Add +32.0% | 70,946 | $2.7M |
| Empirical Asset Management, LLC | 1.28% | Reduce -1.0% | 70,522 | $2.6M |
| Austin Wealth Management, LLC | 0.59% | Reduce -8.0% | 65,335 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -54.0% | 62,949 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.1% | 57,556 | $2.2M |
| Cetera Investment Advisers | 0.01% | Add +364.9% | 56,722 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.2% | 51,687 | $1.9M |
| Comprehensive Wealth Management, LLC | 1.45% | Reduce -0.8% | 49,762 | $1.9M |
| Twelve Points Wealth Management LLC | 0.52% | Reduce -1.9% | 37,658 | $1.4M |
| &partners | 0.16% | New | 30,113 | $1.1M |
| KLR Investment Advisors, LLC | 0.77% | Reduce -12.7% | 28,991 | $1.1M |
| REAP Financial Group, LLC | 0.26% | Reduce -12.2% | 24,944 | $935K |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 24,816 | $931K |
| Trajan Wealth LLC | 0.06% | — | 22,002 | $825K |
| Strategic Advocates LLC | 0.29% | Reduce -4.3% | 19,849 | $744K |
| My Legacy Advisors, LLC | 0.24% | Reduce -9.5% | 18,808 | $705K |
| Cooper Financial Group | 0.10% | Add +0.1% | 16,906 | $634K |
| Kestra Advisory Services, LLC | 0.00% | No change | 16,362 | $614K |
| Private Advisor Group, LLC | 0.00% | Reduce -50.2% | 15,939 | $598K |
| Endowment Wealth Management, Inc. | 0.42% | Reduce -11.0% | 14,983 | $562K |
| MML Investors Services, LLC | 0.00% | Reduce -33.2% | 12,303 | $461K |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -92.7% | 10,430 | $391K |
| Moors & Cabot, Inc. | 0.02% | Add +2.8% | 9,300 | $349K |
| AE Wealth Management LLC | 0.00% | Reduce -91.4% | 7,690 | $288K |
| Fermata Advisors, LLC | 0.05% | Reduce -0.9% | 6,144 | $230K |
| Eudaimonia Partners, LLC | 0.05% | New | 5,550 | $208K |
| Avior Wealth Management, LLC | 0.01% | New | 5,236 | $196K |
| Harbour Investments, Inc. | 0.01% | Add +108.5% | 4,759 | $178K |
| Advisors Preferred, LLC | 0.03% | Add +244.6% | 4,655 | $175K |
| Royal Bank of Canada | 0.00% | Add +1.3% | 3,318 | $124K |
| Creative Financial Designs Inc. | 0.01% | Add +61.5% | 2,650 | $99K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.7% | 2,580 | $97K |
| CoreCap Advisors, LLC | 0.00% | New | 2,099 | $79K |
| Comerica Bank | 0.00% | Reduce -97.8% | 759 | $28K |
| Continuum Advisory, LLC | 0.00% | New | 446 | $16K |
| Hexagon Capital Partners LLC | 0.00% | No change | 203 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 113 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 76 | $3K |
| Raffa Wealth Management, LLC | 0.00% | New | 68 | $3K |
| Bank of Montreal | 0.00% | New | 59 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 58 | $2K |
| UBS Group AG | 0.00% | Reduce -96.9% | 51 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +8.3% | 39 | $1K |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.