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WisdomTree Managed Futures Strategy Fund
WTMF

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

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

18% more funds holding

Funds holding: 39 → 46 (+7)

12% more capital invested

Capital invested by funds: $117M → $132M (+$14.6M)

4.14% more ownership

Funds ownership: 79.4% → 83.55% (+4.1%)

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

Rank Fund Capital Flow
1
WTB
Washington Trust Bank
Washington
+$20.4M
2
SWA
Stratos Wealth Advisors
Ohio
+$4.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.89M
4
Morgan Stanley
Morgan Stanley
New York
+$732K
5
ODG
O'Dell Group
Ohio
+$674K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.74M
2
AIP
Almanack Investment Partners
Pennsylvania
-$635K
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$394K
4
AP
Advisors Preferred
Maryland
-$338K
5
CBFP
Cedar Brook Financial Partners
Ohio
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$376K +$176K +4,850 +84%
TPWM
27
Twelve Points Wealth Management
Massachusetts
$372K +$381K +10,507 New
EWM
28
Endowment Wealth Management
Wisconsin
$339K +$347K +9,572 New
CI
29
CX Institutional
Indiana
$317K -$13.3K -368 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$270K +$21.4K +590 +8%
MC
31
Moors & Cabot
Massachusetts
$244K -$27.9K -769 -10%
AIP
32
Almanack Investment Partners
Pennsylvania
$229K -$635K -17,520 -73%
GM
33
GeoWealth Management
Illinois
$204K +$149K +4,103 +247%
LPWM
34
Lake Point Wealth Management
Texas
$177K – – –
UBS Group
35
UBS Group
Switzerland
$72K +$73.9K +2,038 New
SPIA
36
Steward Partners Investment Advisory
New York
$15K -$6.34K -175 -29%
US Bancorp
37
US Bancorp
Minnesota
$12K +$12.8K +352 New
HCP
38
Hexagon Capital Partners
Arkansas
$7K – – –
RCM
39
Raleigh Capital Management
North Carolina
$5K – – –
NFG
40
Next Financial Group
Texas
$5K +$4.89K +135 New
CAL
41
Capital Analysts LLC
Pennsylvania
$4K – – –
CWA
42
Clearview Wealth Advisors
Oregon
$4K – – –
CCM
43
Cribstone Capital Management
Maine
$4K +$217 +6 +5%
AIC
44
Archer Investment Corporation
Indiana
$3.54K – – –
JWM
45
Janiczek Wealth Management
Colorado
$1K +$725 +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
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$145 -4 -50%
1
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WTMF Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2021, worth a combined $132M — up 12% from $117M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTMF positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Washington Trust Bank, opening a new position worth an estimated $20.4M. The largest seller was Wells Fargo, cutting an estimated $3.74M.

  • 46 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $132M of WisdomTree Managed Futures Strategy Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 13 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2021 was Washington Trust Bank, an estimated $20.4M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2021 was Wells Fargo, an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2021.