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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

48 hedge funds and large institutions have $97.8M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
9
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$436K
2
LFAS
Level Four Advisory Services
Texas
$321K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$459K
4
UBS Group
UBS Group
Switzerland
$128K
5
CAG
Csenge Advisory Group
Florida
$2.82M

Top Sellers

1
FA
Faithward Advisors
Pennsylvania
$591K
2
GC
Grimes & Company
Massachusetts
$0
3
Morgan Stanley
Morgan Stanley
New York
$24.8M
4
DAS
Dynamic Advisor Solutions
Arizona
$548K
5
Axa
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$321K +$321K +8,665 New
MWC
27
MKD Wealth Coaches
Michigan
$317K – – –
Wells Fargo
28
Wells Fargo
California
$303K -$137K -3,700 -31%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$270K +$3K +81 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$256K -$428K -11,541 -63%
CA
31
Calton & Associates
Florida
$226K -$6.42K -173 -3%
RT
32
Rockland Trust
Massachusetts
$202K -$90.8K -2,445 -31%
FHA
33
Flagship Harbor Advisors
Massachusetts
$159K -$88.4K -2,389 -36%
UBS Group
34
UBS Group
Switzerland
$128K +$101K +2,730 +371%
SPIA
35
Steward Partners Investment Advisory
New York
$48K -$85.1K -2,293 -64%
BCI
36
Brinker Capital Investments
Pennsylvania
$41K -$10.6K -285 -21%
GFPC
37
Global Financial Private Client
Florida
$33.1K +$33.1K +893 New
ASN
38
Advisory Services Network
Georgia
$29K – – –
AG
39
Advisor Group
Arizona
$28K +$11K +290 +65%
WQ
40
Wealth Quarterback
New Jersey
$21.9K +$21.9K +590 New
GWM
41
Geneos Wealth Management
Colorado
$13K – – –
Citigroup
42
Citigroup
New York
$4K – – –
AIC
43
Archer Investment Corporation
Indiana
$4K +$4K +100 New
GFPC
44
Global Financial Private Capital
Florida
$3K – – –
MWP
45
MYCIO Wealth Partners
Pennsylvania
$2K – – –
PO
46
Private Ocean
California
$1K – – –
GC
47
Grimes & Company
Massachusetts
– -$5.58M -146,678 Closed
Axa
48
Axa
France
– -$2.16M -56,710 Closed
Jane Street
49
Jane Street
New York
– -$1.27M -33,351 Closed
LNC
50
Lincoln National Corp
Pennsylvania
– -$805K -21,158 Closed
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