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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

53 hedge funds and large institutions have $126M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
12
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LNC
Lincoln National Corp
Pennsylvania
$805K
2
Jane Street
Jane Street
New York
$1.27M
3
GM
GeoWealth Management
Illinois
$409K
4
CW
CreativeOne Wealth
Kansas
$318K
5
CAAS
Capital Asset Advisory Services
Michigan
$295K

Top Sellers

1
EA
Efficient Advisors
Ohio
$15.7M
2
QAM
Q3 Asset Management
Michigan
$0
3
Morgan Stanley
Morgan Stanley
New York
$29.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
26
GeoWealth Management
Illinois
$409K +$409K +10,752 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$344K – – –
MWC
28
MKD Wealth Coaches
Michigan
$325K – – –
CW
29
CreativeOne Wealth
Kansas
$318K +$318K +8,360 New
RT
30
Rockland Trust
Massachusetts
$301K -$113K -2,965 -27%
CAAS
31
Capital Asset Advisory Services
Michigan
$295K +$295K +7,761 New
BHWA
32
Beacon Harbor Wealth Advisors
Virginia
$290K +$290K +7,685 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$274K -$33.4K -878 -11%
FHA
34
Flagship Harbor Advisors
Massachusetts
$254K -$110K -2,882 -30%
CA
35
Calton & Associates
Florida
$238K -$15.1K -397 -6%
FAAS
36
First Allied Advisory Services
California
$166K +$166K +4,351 New
SPIA
37
Steward Partners Investment Advisory
New York
$136K -$162K -4,266 -54%
SBSB
38
Sullivan, Bruyette, Speros & Blaney
Virginia
$109K +$109K +2,858 New
AP
39
Advisors Preferred
Maryland
$85K +$85K +2,245 New
BCI
40
Brinker Capital Investments
Pennsylvania
$53K -$6.02K -158 -10%
ASN
41
Advisory Services Network
Georgia
$29K – – –
UBS Group
42
UBS Group
Switzerland
$28K -$79.6K -2,092 -74%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$23K +$23K +600 New
APSP
44
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K – – –
AG
45
Advisor Group
Arizona
$17K – – –
GWM
46
Geneos Wealth Management
Colorado
$13K – – –
AIC
47
Ameritas Investment Company
Nebraska
$7K +$7K +190 New
Citigroup
48
Citigroup
New York
$4K – – –
GFPC
49
Global Financial Private Capital
Florida
$3K – – –
MWP
50
MYCIO Wealth Partners
Pennsylvania
$2K – – –
1
2
3