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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

39 hedge funds and large institutions have $117M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.3M
2
Wells Fargo
Wells Fargo
California
$5.79M
3
CAN
Cetera Advisor Networks
California
$819K
4
CPWM
Cardinal Point Wealth Management
California
$406K
5
MML Investors Services
MML Investors Services
Massachusetts
$236K

Top Sellers

1
Jane Street
Jane Street
New York
$465K
2
EA
Efficient Advisors
Ohio
$6.39M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AP
Advisors Preferred
Maryland
$338K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$896K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$236K +$236K +5,768 New
LPWM
27
Lake Point Wealth Management
Texas
$205K -$656 -16 -0.3%
JCM
28
Jacobi Capital Management
Pennsylvania
$152K -$1.03K -25 -0.7%
GM
29
GeoWealth Management
Illinois
$68K +$2.05K +50 +3%
SPIA
30
Steward Partners Investment Advisory
New York
$25K – – –
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
HCP
32
Hexagon Capital Partners
Arkansas
$8K – – –
CCM
33
Cribstone Capital Management
Maine
$5K +$5K +110 New
AIC
34
Archer Investment Corporation
Indiana
$4.1K – – –
CWA
35
Clearview Wealth Advisors
Oregon
$4K – – –
CAL
36
Capital Analysts LLC
Pennsylvania
$4K +$4K +100 New
HI
37
Harbour Investments
Wisconsin
$2K – – –
Citadel Advisors
38
Citadel Advisors
Florida
– -$222K -5,354 Closed
UBS Group
39
UBS Group
Switzerland
– -$78K -1,866 Closed
ASN
40
Advisory Services Network
Georgia
– -$10K -240 Closed
Citigroup
41
Citigroup
New York
– -$4K -103 Closed
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