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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

42 hedge funds and large institutions have $137M invested in WisdomTree Managed Futures Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Telemus Capital
Michigan
$5.52M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.29M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$3.51M
5
Betterment LLC
5
Betterment LLC
New York
$2.08M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$230K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$13.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
ACM
5
Aviance Capital Management
Florida
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$322K -$214K -5,158 -40%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$257K +$98K +2,360 +62%
GC
28
Guggenheim Capital
Illinois
$249K +$249K +6,000 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$230K -$3.43M -82,671 -94%
MFS
30
MSI Financial Services
Massachusetts
$128K -$62.1K -1,494 -33%
AG
31
Advisor Group
Arizona
$90K +$32K +763 +55%
VCM
32
Vigilant Capital Management
Maine
$79K – – –
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K – – –
NR
34
Newfound Research
Massachusetts
$32K +$2.66K +65 +9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$25K – – –
IA
36
IFP Advisors
Florida
$6K – – –
US Bancorp
37
US Bancorp
Minnesota
$5K +$5K +112 New
LYV
38
Live Your Vision
Pennsylvania
$2K -$1.32K -31 -40%
PO
39
Private Ocean
California
$2K +$1K +20 +100%
GI
40
Gradient Investments
Minnesota
$2K +$1.6K +40 +400%
RFM
41
Royal Fund Management
Florida
$2K +$2K +59 New
IWM
42
IHT Wealth Management
Illinois
$1K +$1K +33 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$1.01M -24,085 Closed
PFS
44
Prospera Financial Services
Texas
– -$402K -9,550 Closed
3AM
45
3D Asset Management
Connecticut
– -$322K -7,647 Closed
TFO
46
Tarbox Family Office
California
– -$245K -5,823 Closed
VIA
47
Virtus Investment Advisers
Connecticut
– -$244K -5,800 Closed
CWM
48
Concert Wealth Management
California
– -$76K -1,816 Closed
AssetMark Inc
49
AssetMark Inc
California
– -$48K -1,151 Closed
ACM
50
Argentus Capital Management
Texas
– -$10K -229 Closed
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