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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

50 hedge funds and large institutions have $122M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
$3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.36M
3
QAM
Q3 Asset Management
Michigan
$1.61M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$345K
5
CI
CX Institutional
Indiana
$581K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$888K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SPIA
Steward Partners Investment Advisory
New York
$296K
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Paulson Wealth Management
Illinois
$361K -$975K -25,857 -73%
FHA
27
Flagship Harbor Advisors
Massachusetts
$361K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$345K +$345K +9,106 New
MWC
29
MKD Wealth Coaches
Michigan
$323K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$306K -$183K -4,825 -37%
SPIA
31
Steward Partners Investment Advisory
New York
$296K -$1.13M -29,934 -79%
CA
32
Calton & Associates
Florida
$252K -$123K -3,245 -33%
UBS Group
33
UBS Group
Switzerland
$107K +$16K +422 +18%
BCI
34
Brinker Capital Investments
Pennsylvania
$58K -$38.9K -1,039 -40%
APA
35
American Portfolios Advisors
New York
$51.7K – – –
ASN
36
Advisory Services Network
Georgia
$29K +$2.02K +54 +8%
APSP
37
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
AG
38
Advisor Group
Arizona
$17K -$4.97K -130 -23%
GWM
39
Geneos Wealth Management
Colorado
$13K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$8K +$8K +220 New
Citigroup
41
Citigroup
New York
$4K – – –
AIC
42
Archer Investment Corporation
Indiana
$4K – – –
CTC
43
Central Trust Company
Missouri
$3K +$3K +75 New
GFPC
44
Global Financial Private Capital
Florida
$3K +$3K +86 New
MWP
45
MYCIO Wealth Partners
Pennsylvania
$2K +$2K +43 New
EWM
46
Executive Wealth Management
Michigan
$1K – – –
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.23M -31,650 Closed
LNC
48
Lincoln National Corp
Pennsylvania
– -$1.06M -27,323 Closed
CAAS
49
Capital Asset Advisory Services
Michigan
– -$226K -5,816 Closed
CWS
50
Cypress Wealth Services
California
– -$219K -5,630 Closed
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