WTMF icon

WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

48 hedge funds and large institutions have $111M invested in WisdomTree Managed Futures Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.29M
2
Morgan Stanley
Morgan Stanley
New York
$57.1M
3
Jane Street
Jane Street
New York
$4M
4
RJA
Raymond James & Associates
Florida
$1.53M
5
RA
RFG Advisory
Alabama
$1.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.34M
2
Bank of America
Bank of America
North Carolina
$2.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
ACM
Aviance Capital Management
Florida
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$220K -$11.4K -280 -5%
CWS
27
Cypress Wealth Services
California
$211K +$211K +5,274 New
MCM
28
Mainstay Capital Management
Michigan
$104K +$104K +2,600 New
BCI
29
Brinker Capital Investments
Pennsylvania
$89K +$13K +324 +17%
AFNAS
30
American Financial Network Advisory Services
California
$81K -$48.6K -1,205 -37%
AG
31
Advisor Group
Arizona
$76K -$2.26K -56 -3%
AP
32
Advisors Preferred
Maryland
$38K +$38K +942 New
ASN
33
Advisory Services Network
Georgia
$31K -$2.28K -57 -7%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K – – –
APSP
35
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K -$12.6K -313 -40%
OIA
36
OneDigital Investment Advisors
Kansas
$17K -$16.2K -411 -49%
GWM
37
Geneos Wealth Management
Colorado
$14K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$12K – – –
Citigroup
39
Citigroup
New York
$12K +$6K +156 +100%
TWA
40
TCI Wealth Advisors
Arizona
$7K +$7K +183 New
IA
41
IFP Advisors
Florida
$6K – – –
NR
42
Newfound Research
Massachusetts
$4K +$880 +22 +28%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$4K +$4K +100 New
IWM
44
IHT Wealth Management
Illinois
$3K – – –
PO
45
Private Ocean
California
$1K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$1.19M -30,608 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
– -$466K -12,015 Closed
WAM
48
Wealthspire Advisors (Maryland)
Maryland
– -$217K -5,587 Closed
LPL Financial
49
LPL Financial
California
– -$211K -5,444 Closed
VCM
50
Vigilant Capital Management
Maine
– -$74K -1,900 Closed
1
2