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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

41 hedge funds and large institutions have $98.6M invested in WisdomTree Managed Futures Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.46M
2
Bank of America
Bank of America
North Carolina
+$1.59M
3
CIM
Cambria Investment Management
California
+$733K
4
Betterment LLC
Betterment LLC
New York
+$715K
5
RA
RFG Advisory
Alabama
+$499K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.83M
2
UBS Group
UBS Group
Switzerland
-$1.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$857K
4
SFG
Sage Financial Group
Pennsylvania
-$816K
5
FAAS
First Allied Advisory Services
California
-$434K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
26
American Financial Network Advisory Services
California
$125K +$125K +3,215 New
AG
27
Advisor Group
Arizona
$75K -$35.6K -923 -32%
VCM
28
Vigilant Capital Management
Maine
$74K – – –
BCI
29
Brinker Capital Investments
Pennsylvania
$74K +$6.74K +173 +10%
OIA
30
OneDigital Investment Advisors
Kansas
$33K – – –
ASN
31
Advisory Services Network
Georgia
$32K – – –
APSP
32
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K – – –
GWM
34
Geneos Wealth Management
Colorado
$13K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$12K – – –
Citigroup
36
Citigroup
New York
$6K +$6K +156 New
IA
37
IFP Advisors
Florida
$5K – – –
NR
38
Newfound Research
Massachusetts
$3K – – –
IWM
39
IHT Wealth Management
Illinois
$3K – – –
LYV
40
Live Your Vision
Pennsylvania
$1K -$667 -16 -40%
PO
41
Private Ocean
California
$1K – – –
CIM
42
Cetera Investment Management
California
– -$401K -10,368 Closed
SPIA
43
Steward Partners Investment Advisory
New York
– -$2K -71 Closed
First Manhattan
44
First Manhattan
New York
– -$1K -48 Closed
Creative Planning
45
Creative Planning
Kansas
– -$1K -22 Closed
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