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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

38 hedge funds and large institutions have $108M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.1M
2
Jane Street
Jane Street
New York
$2.14M
3
EH
Equitable Holdings
New York
$3.49M
4
ODG
O'Dell Group
Ohio
$4.25M
5
CAN
Cetera Advisor Networks
California
$293K

Top Sellers

1
QAM
Q3 Asset Management
Michigan
$0
2
HI
Harbour Investments
Wisconsin
$2K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Wells Fargo
Wells Fargo
California
$3.09M
5
EA
Efficient Advisors
Ohio
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Jacobi Capital Management
Pennsylvania
$154K – – –
UBS Group
27
UBS Group
Switzerland
$78K +$27K +647 +53%
GM
28
GeoWealth Management
Illinois
$67K -$135K -3,258 -67%
SPIA
29
Steward Partners Investment Advisory
New York
$25K -$289 -7 -1%
ASN
30
Advisory Services Network
Georgia
$10K +$10K +240 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +214 New
HCP
32
Hexagon Capital Partners
Arkansas
$8K – – –
AIC
33
Archer Investment Corporation
Indiana
$4.14K – – –
Citigroup
34
Citigroup
New York
$4K – – –
CWA
35
Clearview Wealth Advisors
Oregon
$4K +$4K +100 New
HI
36
Harbour Investments
Wisconsin
$2K -$1.25M -28,048 -100%
QAM
37
Q3 Asset Management
Michigan
– -$2.22M -33,274 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$1.04M -26,592 Closed
HAS
39
HBW Advisory Services
California
– -$388K -9,965 Closed
CA
40
Cetera Advisors
Colorado
– -$222K -5,702 Closed
IA
41
Insight Advisors
Pennsylvania
– -$212K -5,206 Closed
QCG
42
Quadrant Capital Group
Ohio
– -$12K -314 Closed
Bank of America
43
Bank of America
North Carolina
– -$2K -49 Closed
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