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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

46 hedge funds and large institutions have $132M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTB
1
Washington Trust Bank
Washington
$20M
2
SWA
2
Stratos Wealth Advisors
Ohio
$4.34M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.5M
5
ODG
5
O'Dell Group
Ohio
$4.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.35M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$229K
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$2.03M
4
AP
4
Advisors Preferred
Maryland
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$376K +$172K +4,850 +84%
TPWM
27
Twelve Points Wealth Management
Massachusetts
$372K +$372K +10,507 New
EWM
28
Endowment Wealth Management
Wisconsin
$339K +$339K +9,572 New
CI
29
CX Institutional
Indiana
$317K -$13.1K -368 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$270K +$20.9K +590 +8%
MC
31
Moors & Cabot
Massachusetts
$244K -$27.3K -769 -10%
AIP
32
Almanack Investment Partners
Pennsylvania
$229K -$621K -17,520 -73%
GM
33
GeoWealth Management
Illinois
$204K +$145K +4,103 +247%
LPWM
34
Lake Point Wealth Management
Texas
$177K – – –
UBS Group
35
UBS Group
Switzerland
$72K +$72K +2,038 New
SPIA
36
Steward Partners Investment Advisory
New York
$15K -$6.09K -175 -29%
US Bancorp
37
US Bancorp
Minnesota
$12K +$12K +352 New
HCP
38
Hexagon Capital Partners
Arkansas
$7K – – –
RCM
39
Raleigh Capital Management
North Carolina
$5K – – –
NFG
40
Next Financial Group
Texas
$5K +$5K +135 New
CAL
41
Capital Analysts LLC
Pennsylvania
$4K – – –
CWA
42
Clearview Wealth Advisors
Oregon
$4K – – –
CCM
43
Cribstone Capital Management
Maine
$4K +$207 +6 +5%
AIC
44
Archer Investment Corporation
Indiana
$3.54K – – –
JWM
45
Janiczek Wealth Management
Colorado
$1K +$1K +20 New
AP
46
Advisors Preferred
Maryland
– -$338K -8,147 Closed
CBFP
47
Cedar Brook Financial Partners
Ohio
– -$236K -5,754 Closed
JCM
48
Jacobi Capital Management
Pennsylvania
– -$152K -3,697 Closed
HI
49
Harbour Investments
Wisconsin
– -$2K -45 Closed
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