We are live on ! Find out more
WTMF icon

WisdomTree Managed Futures Strategy Fund

49 hedge funds and large institutions have $110M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

11% more funds holding

Funds holding: 4449 (+5)

0% more capital invested

Capital invested by funds: $110M → $110M (+$298K)

3.4% less ownership

Funds ownership: 68.41%65% (-3.4%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
26
Capital Asset Advisory Services
Michigan
$320K -$14.9K -371 -5%
AP
27
Advisors Preferred
Maryland
$278K +$274K +6,812 New
CWS
28
Cypress Wealth Services
California
$259K +$19.9K +495 +8%
FAAS
29
First Allied Advisory Services
California
$212K -$3.02K -75 -1%
BCI
30
Brinker Capital Investments
Pennsylvania
$210K +$17.7K +439 +9%
CI
31
CX Institutional
Indiana
$172K +$113K +2,808 +199%
UBS Group
32
UBS Group
Switzerland
$141K -$136K -3,367 -49%
MCM
33
Mainstay Capital Management
Michigan
$106K
APA
34
American Portfolios Advisors
New York
$55.8K +$55.1K +1,369 New
CA
35
Crewe Advisors
Utah
$43K +$42.3K +1,050 New
ASN
36
Advisory Services Network
Georgia
$29K
AG
37
Advisor Group
Arizona
$28K -$2.25K -56 -8%
APSP
38
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K
CT
39
CPF Texas
Texas
$19K +$19.1K +475 New
Citigroup
40
Citigroup
New York
$16K +$9.71K +241 +154%
GWM
41
Geneos Wealth Management
Colorado
$14K
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.36K +133 New
NR
43
Newfound Research
Massachusetts
$4K
PO
44
Private Ocean
California
$1K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1K +$805 +20 New
US Bancorp
46
US Bancorp
Minnesota
$1K +$1.25K +31 New
Jane Street
47
Jane Street
New York
-$1.83M -45,849 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$1.74M -43,784 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$1.69M -42,455 Closed
Comerica Bank
50
Comerica Bank
Texas
-$217K -5,420 Closed

WTMF Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2018, worth a combined $110M — up 0.27% from $110M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WTMF positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $5.84M. The largest seller was Envestnet Asset Management, cutting an estimated $8.98M.

  • 49 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2018, up from 44 in Q2 2018.
  • Funds reported $110M of WisdomTree Managed Futures Strategy Fund stock for Q3 2018, up 0.27% quarter-over-quarter.
  • 11 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2018 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2018 was Cambria Investment Management, an estimated $5.84M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2018.