Wisdomtree MGD Futures StratWTMFETF
13F holders, Q3 2024 (September 30)65holders +14
17new positions
5sold out
$35.51avg. 13F price*
At the end of Q3 2024, 65 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 14 from Q2 2024. 17 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($40.9M), IHT Wealth Management, LLC ($19.4M) and OneDigital Investment Advisors LLC ($18.1M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.5M |
| Exits | 5 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 840,626 shares bought and 483,049 shares sold, net +357,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +2.4% | 1,152,829 | $40.9M |
| IHT Wealth Management, LLC | 0.55% | Add +0.7% | 544,962 | $19.4M |
| OneDigital Investment Advisors LLC | 0.21% | Add +61.1% | 510,288 | $18.1M |
| O'Dell Group, LLC | 2.49% | Add +3.9% | 316,406 | $11.2M |
| Ethos Financial Group, LLC | 1.67% | Add +3.8% | 282,925 | $10.1M |
| Stewardship Advisors, LLC | 2.23% | New | 222,699 | $7.9M |
| Invenio Wealth Partners LLC | 3.29% | Add +7.3% | 214,294 | $7.6M |
| Avestar Capital, LLC | 0.68% | Reduce -6.2% | 176,456 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 160,036 | $5.7M |
| Washington Trust Bank | 0.41% | Add +186.2% | 119,839 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +88.7% | 96,231 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +130.6% | 86,470 | $3.1M |
| Betterment LLC | 0.01% | Reduce -4.2% | 75,403 | $2.7M |
| Cambria Investment Management, L.P. | 0.16% | Reduce -3.7% | 74,118 | $2.6M |
| Howard Bailey Securities, LLC | 0.95% | — | 70,330 | $2.5M |
| Efficient Advisors, LLC | 0.15% | Reduce -0.4% | 69,164 | $2.5M |
| Austin Wealth Management, LLC | 0.46% | Reduce -6.7% | 60,391 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.7% | 57,237 | $2.0M |
| Comprehensive Wealth Management, LLC | 1.29% | Add +7.3% | 55,878 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 53,532 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +548.3% | 51,504 | $1.8M |
| Empirical Asset Management, LLC | 0.59% | Reduce -27.7% | 46,726 | $1.7M |
| Asset Allocation Strategies LLC | 0.46% | New | 45,229 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.0% | 39,838 | $1.4M |
| Twelve Points Wealth Management LLC | 0.37% | Reduce -4.7% | 33,300 | $1.2M |
| &partners | 0.02% | Reduce -22.1% | 32,257 | $1.1M |
| Strategic Advocates LLC | 0.35% | Add +12.3% | 27,507 | $977K |
| Baldwin Wealth Partners LLC | 0.06% | New | 25,803 | $917K |
| Private Advisor Group, LLC | 0.01% | Reduce -18.4% | 23,671 | $841K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 21,164 | $752K |
| REAP Financial Group, LLC | 0.15% | Reduce -9.4% | 17,807 | $633K |
| Elios Financial Group Inc. | 0.28% | — | 17,360 | $617K |
| Kestra Advisory Services, LLC | 0.00% | No change | 16,407 | $583K |
| Cooper Financial Group | 0.07% | Reduce -4.3% | 16,040 | $570K |
| Trajan Wealth LLC | 0.03% | Reduce -15.9% | 15,516 | $551K |
| Centric Wealth Management | 0.14% | Reduce -95.0% | 14,659 | $517K |
| Endowment Wealth Management, Inc. | 0.34% | Reduce -0.6% | 14,521 | $516K |
| Sequent Planning LLC | 0.15% | New | 12,523 | $445K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 11,918 | $423K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,563 | $340K |
| Harbour Investments, Inc. | 0.01% | Add +31.0% | 7,807 | $277K |
| PAX Financial Group, LLC | 0.04% | New | 6,849 | $243K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 6,760 | $240K |
| Rwa Wealth Partners, LLC | 0.00% | New | 6,300 | $224K |
| My Legacy Advisors, LLC | 0.08% | Reduce -65.3% | 6,043 | $215K |
| Bessemer Group Inc. | 0.00% | New | 4,500 | $160K |
| Ascentis Independent Advisors | 0.02% | New | 4,332 | $154K |
| Royal Bank of Canada | 0.00% | Add +3.3% | 4,060 | $144K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,600 | $128K |
| Creative Financial Designs Inc. | 0.01% | Add +3.6% | 2,770 | $98K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,099 | $75K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,279 | $45K |
| Assetmark, Inc. | 0.00% | New | 922 | $33K |
| Concord Wealth Partners | 0.00% | New | 777 | $28K |
| Comerica Bank | 0.00% | Reduce -4.7% | 407 | $14K |
| Capital Analysts, LLC | 0.00% | New | 157 | $6K |
| Larson Financial Group LLC | 0.00% | New | 155 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 132 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +2.8% | 73 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 58 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 31 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 32 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 21 | $746 |
| Continuum Advisory, LLC | 0.00% | Reduce -99.5% | 2 | $68 |
| FMR LLC | 0.00% | New | 1 | $36 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.