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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

61 hedge funds and large institutions have $184M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
13
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
Efficient Advisors
Ohio
$23M
2
Morgan Stanley
Morgan Stanley
New York
$63.8M
3
GC
Grimes & Company
Massachusetts
$7.74M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.46M
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
RJA
Raymond James & Associates
Florida
$0
5
Betterment LLC
Betterment LLC
New York
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
26
Beacon Pointe Wealth Advisors
California
$527K +$527K +13,694 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$508K -$288K -7,425 -36%
NC
28
NewSquare Capital
Pennsylvania
$478K +$17.3K +445 +4%
BAM
29
Belpointe Asset Management
Nevada
$476K -$61.8K -1,593 -11%
CAAS
30
Capital Asset Advisory Services
Michigan
$458K +$153K +3,949 +50%
CA
31
Calton & Associates
Florida
$422K -$310 -8 -0.1%
FHA
32
Flagship Harbor Advisors
Massachusetts
$399K – – –
MWM
33
Modera Wealth Management
New Jersey
$388K – – –
LNC
34
Lincoln National Corp
Pennsylvania
$351K +$351K +9,057 New
RA
35
RFG Advisory
Alabama
$259K -$76.8K -1,979 -23%
CWS
36
Cypress Wealth Services
California
$249K +$2.79K +72 +1%
TSS
37
Two Sigma Securities
New York
$237K +$237K +6,127 New
BCI
38
Brinker Capital Investments
Pennsylvania
$200K – – –
MWC
39
MKD Wealth Coaches
Michigan
$125K +$125K +3,222 New
UBS Group
40
UBS Group
Switzerland
$124K -$11.1K -286 -8%
CI
41
CX Institutional
Indiana
$76K -$88.1K -2,264 -54%
VCM
42
Vigilant Capital Management
Maine
$74K +$74K +1,900 New
APA
43
American Portfolios Advisors
New York
$53.1K – – –
AP
44
Advisors Preferred
Maryland
$45K -$218K -5,646 -83%
EWM
45
Executive Wealth Management
Michigan
$45K +$45K +1,126 New
CA
46
Crewe Advisors
Utah
$41K – – –
BHWM
47
Bay Harbor Wealth Management
Maryland
$30K +$30K +781 New
ASN
48
Advisory Services Network
Georgia
$28K – – –
AG
49
Advisor Group
Arizona
$22K -$3.44K -90 -14%
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K +$661 +17 +4%
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