Wisdomtree MGD Futures StratWTMFETF
13F holders, Q4 2024 (December 31)73holders +8
10new positions
9sold out
$34.95avg. 13F price*
At the end of Q4 2024, 73 institutions reported holding Wisdomtree MGD Futures Strat (WTMF) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($42.4M), OneDigital Investment Advisors LLC ($19.2M) and O'Dell Group, LLC ($11.1M).
- Company
- Wisdomtree MGD Futures Strat
- CUSIP
- 97717W125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.8M |
| Exits | 9 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 419,242 shares bought and 1,200,240 shares sold, net −780,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Morgan Stanley | 0.00% | Add +5.3% | 1,214,526 | $42.4M |
| OneDigital Investment Advisors LLC | 0.22% | Add +7.9% | 550,691 | $19.2M |
| O'Dell Group, LLC | 2.50% | Add +0.1% | 316,637 | $11.1M |
| Stewardship Advisors, LLC | 2.23% | Add +3.5% | 230,540 | $8.1M |
| Avestar Capital, LLC | 0.55% | Reduce -2.4% | 172,198 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -3.9% | 153,756 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +59.3% | 153,267 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +60.3% | 82,548 | $2.9M |
| Howard Bailey Securities, LLC | 0.99% | Add +8.6% | 76,348 | $2.7M |
| Betterment LLC | 0.01% | Reduce -1.6% | 74,212 | $2.6M |
| Cambria Investment Management, L.P. | 0.15% | Reduce -1.6% | 72,931 | $2.5M |
| Efficient Advisors, LLC | 0.16% | Add +1.8% | 70,414 | $2.5M |
| Washington Trust Bank | 0.21% | Reduce -48.4% | 61,823 | $2.2M |
| Rockland Trust Co. | 0.10% | New | 59,001 | $2.1M |
| Raymond James Financial Inc. | 0.00% | — | 58,152 | $2.0M |
| Asset Allocation Strategies LLC | 0.48% | Add +26.3% | 57,115 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +3.6% | 55,485 | $1.9M |
| Austin Wealth Management, LLC | 0.39% | Reduce -11.8% | 53,269 | $1.9M |
| Comprehensive Wealth Management, LLC | 1.42% | Reduce -3.0% | 54,211 | $1.9M |
| Empirical Asset Management, LLC | 0.59% | Add +8.2% | 50,543 | $1.8M |
| IHT Wealth Management, LLC | 0.06% | Reduce -90.8% | 49,972 | $1.7M |
| Bison Wealth, LLC | 0.19% | — | 45,366 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.8% | 43,449 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 41,113 | $1.4M |
| Strategic Advocates LLC | 0.38% | Add +15.7% | 31,831 | $1.1M |
| &partners | 0.01% | Reduce -22.1% | 25,134 | $884K |
| Commonwealth Equity Services, LLC | 0.00% | Add +157.2% | 24,598 | $859K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 24,048 | $840K |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 23,145 | $808K |
| Virtu Financial LLC | 0.04% | New | 19,860 | $694K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.4% | 17,958 | $627K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -55.4% | 17,769 | $621K |
| Elios Financial Group Inc. | 0.29% | Add +1.6% | 17,642 | $616K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,542 | $613K |
| Cooper Financial Group | 0.07% | Add +4.1% | 16,700 | $583K |
| REAP Financial Group, LLC | 0.13% | Reduce -13.1% | 15,480 | $541K |
| Endowment Wealth Management, Inc. | 0.36% | Add +4.2% | 15,132 | $529K |
| Trajan Wealth LLC | 0.03% | Reduce -8.8% | 14,155 | $494K |
| Centric Wealth Management | 0.13% | Reduce -5.2% | 13,897 | $485K |
| Ethos Financial Group, LLC | 0.06% | Reduce -95.2% | 13,639 | $476K |
| Sequent Planning LLC | 0.17% | Add +4.5% | 13,093 | $457K |
| Invenio Wealth Partners LLC | 0.19% | Reduce -94.0% | 12,921 | $451K |
| CSS LLC | 0.07% | New | 10,541 | $368K |
| Entrewealth, LLC | 0.32% | — | 9,906 | $351K |
| Twelve Points Wealth Management LLC | 0.09% | Reduce -72.5% | 9,171 | $320K |
| Axis Wealth Partners, LLC | 0.25% | — | 8,643 | $302K |
| Harbour Investments, Inc. | 0.01% | Add +1.1% | 7,897 | $276K |
| PAX Financial Group, LLC | 0.05% | Add +13.5% | 7,771 | $271K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 6,760 | $236K |
| Glass Jacobson Investment Advisors llc | 0.08% | New | 6,604 | $231K |
| Two Sigma Securities, LLC | 0.04% | New | 6,573 | $230K |
| My Legacy Advisors, LLC | 0.08% | Add +1.8% | 6,152 | $219K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 4,124 | $144K |
| AE Wealth Management LLC | 0.00% | New | 3,889 | $136K |
| Avior Wealth Management, LLC | 0.01% | Add +7.8% | 3,880 | $136K |
| Creative Financial Designs Inc. | 0.01% | Add +17.8% | 3,264 | $114K |
| Farther Finance Advisors, LLC | 0.00% | Add +72.0% | 2,200 | $77K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.2% | 2,074 | $72K |
| Synergy Asset Management, LLC | 0.01% | New | 1,823 | $65K |
| Transce3nd, LLC | 0.02% | — | 1,608 | $56K |
| Concord Wealth Partners | 0.01% | Add +79.8% | 1,397 | $49K |
| Comerica Bank | 0.00% | Add +48.6% | 605 | $21K |
| FLP Wealth Management, LLC | 0.03% | — | 313 | $11K |
| Golden State Wealth Management, LLC | 0.00% | — | 205 | $7K |
| Larson Financial Group LLC | 0.00% | Add +3.9% | 161 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 132 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 58 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 31 | $1K |
| Bank of America Corp. | 0.00% | New | 25 | $873 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 6 | $210 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -93.2% | 5 | $188 |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $67 |
| FMR LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is WTMF's weight in each manager's 13F, not the share of Wisdomtree MGD Futures Strat the manager owns.