We are live on ! Find out more
WTMF icon

WisdomTree Managed Futures Strategy Fund
WTMF

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

6.49% more ownership

Funds ownership: 65.1% → 71.59% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 48 → 44 (-4)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

14% less capital invested

Capital invested by funds: $97.8M → $84.3M (-$13.5M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.82M
3
BPA
Beacon Pointe Advisors
California
+$338K
4
Wells Fargo
Wells Fargo
California
+$323K
5
Jane Street
Jane Street
New York
+$319K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.05M
2
CAG
Csenge Advisory Group
Florida
-$2.82M
3
EA
Efficient Advisors
Ohio
-$2.1M
4
BAM
Bruderman Asset Management
New York
-$1.38M
5
Betterment LLC
Betterment LLC
New York
-$774K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
26
Cedar Brook Financial Partners
Ohio
$208K +$207K +5,727 New
CA
27
Calton & Associates
Florida
$200K -$20.4K -565 -9%
OPS
28
Orion Portfolio Solutions
Nebraska
$125K +$124K +3,437 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$124K -$31.6K -874 -20%
UBS Group
30
UBS Group
Switzerland
$81K -$44.1K -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 -$12K -332 -37%
GWM
35
Geneos Wealth Management
Colorado
$13K – – –
AIC
36
Archer Investment Corporation
Indiana
$4K – – –
Citigroup
37
Citigroup
New York
$4K – – –
GFPC
38
Global Financial Private Capital
Florida
$3K – – –
BW
39
Bison Wealth
Georgia
$3K +$3.29K +91 New
HR
40
Howe & Rusling
New York
$2K +$1.81K +50 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2K +$2.13K +59 New
NC
42
NewSquare Capital
Pennsylvania
$1K -$565K -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
1
2
3

WTMF Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2020, worth a combined $84.3M — down 14% from $97.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WTMF and 9 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $6.31M. The largest seller was Royal Bank of Canada, cutting an estimated $9.05M.

  • 44 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2020, down from 48 in Q4 2019.
  • Funds reported $84.3M of WisdomTree Managed Futures Strategy Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2020 and 10 closed out, a net change of -1 holder.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2020 was Morgan Stanley, an estimated $6.31M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $9.05M sold.

Based on aggregated 13F filings for Q1 2020.