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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

44 hedge funds and large institutions have $84.3M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
6
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$30.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.23M
3
BPA
Beacon Pointe Advisors
California
$336K
4
Wells Fargo
Wells Fargo
California
$620K
5
Jane Street
Jane Street
New York
$320K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$531K
2
CAG
Csenge Advisory Group
Florida
$0
3
EA
Efficient Advisors
Ohio
$11.1M
4
BAM
Bruderman Asset Management
New York
$0
5
NC
NewSquare Capital
Pennsylvania
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
26
Cedar Brook Financial Partners
Ohio
$208K +$208K +5,727 New
CA
27
Calton & Associates
Florida
$200K -$20.5K -565 -9%
OPS
28
Orion Portfolio Solutions
Nebraska
$125K +$125K +3,437 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$124K -$31.7K -874 -20%
UBS Group
30
UBS Group
Switzerland
$81K -$43.9K -1,219 -35%
SPIA
31
Steward Partners Investment Advisory
New York
$46K – – –
ASN
32
Advisory Services Network
Georgia
$28K – – –
WQ
33
Wealth Quarterback
New Jersey
$21.4K – – –
GFPC
34
Global Financial Private Client
Florida
$20.6K -$12.2K -332 -37%
GWM
35
Geneos Wealth Management
Colorado
$13K – – –
Citigroup
36
Citigroup
New York
$4K – – –
AIC
37
Archer Investment Corporation
Indiana
$4K – – –
GFPC
38
Global Financial Private Capital
Florida
$3K – – –
BW
39
Bison Wealth
Georgia
$3K +$3K +91 New
HR
40
Howe & Rusling
New York
$2K +$2K +50 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2K +$2K +59 New
NC
42
NewSquare Capital
Pennsylvania
$1K -$1.04M -15,645 -100%
CAG
43
Csenge Advisory Group
Florida
– -$2.82M -76,003 Closed
BAM
44
Bruderman Asset Management
New York
– -$1.38M -37,200 Closed
DAS
45
Dynamic Advisor Solutions
Arizona
– -$548K -14,775 Closed
PWM
46
Paulson Wealth Management
Illinois
– -$541K -14,693 Closed
BAM
47
Belpointe Asset Management
Nevada
– -$498K -13,430 Closed
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
– -$459K -12,366 Closed
RT
49
Rockland Trust
Massachusetts
– -$202K -5,437 Closed
BCI
50
Brinker Capital Investments
Pennsylvania
– -$41K -1,105 Closed
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