Wisdomtree MGD Futures StratWTMFETF
13F holders, Q2 2024 (June 30)51holders −6
2new positions
6sold out
$36.35avg. 13F price*
At the end of Q2 2024, 51 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, down 6 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($40.8M), IHT Wealth Management, LLC ($19.6M) and OneDigital Investment Advisors LLC ($11.5M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 6 | $648K |
All 13F filers, Q1 2024 → Q2 2024: 660,351 shares bought and 735,373 shares sold, net −75,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Morgan Stanley | 0.00% | Add +3.4% | 1,125,764 | $40.8M |
| IHT Wealth Management, LLC | 0.73% | Add +662.6% | 541,035 | $19.6M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -1.6% | 316,827 | $11.5M |
| O'Dell Group, LLC | 2.80% | No change | 304,436 | $11.4M |
| Centric Wealth Management | 3.04% | Add +2.7% | 292,285 | $10.5M |
| Ethos Financial Group, LLC | 1.76% | Add +4.5% | 272,492 | $9.9M |
| Invenio Wealth Partners LLC | 3.59% | Add +45.4% | 199,719 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 196,652 | $7.1M |
| Avestar Capital, LLC | 0.75% | Add +16.1% | 188,019 | $6.8M |
| Betterment LLC | 0.01% | Reduce -2.4% | 78,683 | $2.9M |
| Cambria Investment Management, L.P. | 0.17% | Reduce -79.3% | 76,941 | $2.8M |
| Efficient Advisors, LLC | 0.16% | Reduce -20.5% | 69,414 | $2.5M |
| Austin Wealth Management, LLC | 0.56% | Reduce -0.9% | 64,727 | $2.4M |
| Empirical Asset Management, LLC | 0.88% | Reduce -8.4% | 64,597 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -72.5% | 60,077 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.2% | 55,723 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 53,884 | $2.0M |
| Comprehensive Wealth Management, LLC | 1.38% | Add +4.7% | 52,078 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -19.0% | 50,986 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 46,330 | $1.7M |
| Washington Trust Bank | 0.15% | Reduce -48.3% | 41,876 | $1.5M |
| &partners | 0.07% | Add +37.6% | 41,425 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.2% | 37,492 | $1.4M |
| Twelve Points Wealth Management LLC | 0.45% | Reduce -7.2% | 34,942 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +81.9% | 28,991 | $1.1M |
| Strategic Advocates LLC | 0.35% | Add +23.4% | 24,488 | $888K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 23,097 | $838K |
| REAP Financial Group, LLC | 0.19% | Reduce -21.2% | 19,655 | $713K |
| Trajan Wealth LLC | 0.04% | Reduce -16.2% | 18,441 | $669K |
| My Legacy Advisors, LLC | 0.20% | Reduce -7.5% | 17,394 | $631K |
| Cooper Financial Group | 0.09% | Reduce -0.8% | 16,767 | $608K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 16,407 | $595K |
| Endowment Wealth Management, Inc. | 0.39% | Reduce -2.5% | 14,614 | $530K |
| Advisors Preferred, LLC | 0.07% | Add +137.7% | 11,063 | $401K |
| MML Investors Services, LLC | 0.00% | Reduce -26.1% | 9,088 | $330K |
| Osaic Holdings, Inc. | 0.00% | Add +207.9% | 7,944 | $288K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -35.2% | 6,760 | $245K |
| Fermata Advisors, LLC | 0.05% | Reduce -1.3% | 6,066 | $220K |
| Harbour Investments, Inc. | 0.01% | Add +25.2% | 5,958 | $216K |
| Royal Bank of Canada | 0.00% | Add +18.5% | 3,931 | $143K |
| Avior Wealth Management, LLC | 0.01% | Reduce -31.3% | 3,600 | $131K |
| Creative Financial Designs Inc. | 0.01% | Add +0.9% | 2,673 | $97K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,099 | $76K |
| Continuum Advisory, LLC | 0.00% | No change | 446 | $16K |
| Comerica Bank | 0.00% | Reduce -43.7% | 427 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 132 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | New | 75 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +4.4% | 71 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 58 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.5% | 31 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -89.7% | 21 | $762 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.