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WisdomTree Managed Futures Strategy Fund

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

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3% more funds holding

Funds holding: 4041 (+1)

2.21% more ownership

Funds ownership: 58.01%60.21% (+2.2%)

1% more capital invested

Capital invested by funds: $98.1M → $98.6M (+$532K)

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
Name Holding Trade Value Shares
Change
Change in
Stake
AFNAS
26
American Financial Network Advisory Services
California
$125K +$125K +3,215 New
AG
27
Advisor Group
Arizona
$75K -$35.8K -923 -32%
VCM
28
Vigilant Capital Management
Maine
$74K
BCI
29
Brinker Capital Investments
Pennsylvania
$74K +$6.71K +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 +$6.05K +156 New
IA
37
IFP Advisors
Florida
$5K
IWM
38
IHT Wealth Management
Illinois
$3K
NR
39
Newfound Research
Massachusetts
$3K
LYV
40
Live Your Vision
Pennsylvania
$1K -$621 -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

WTMF Hedge Fund Activity: Q3 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2017, worth a combined $98.6M — up 0.54% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTMF positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.46M. The largest seller was Wells Fargo, cutting an estimated $4.83M.

  • 41 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2017, up from 40 in Q2 2017.
  • Funds reported $98.6M of WisdomTree Managed Futures Strategy Fund stock for Q3 2017, up 0.54% quarter-over-quarter.
  • 7 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2017 was Morgan Stanley, an estimated $6.46M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2017 was Wells Fargo, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2017.