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WisdomTree Managed Futures Strategy Fund
WTMF

46 hedge funds and large institutions have $110M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 46 → 46 (0)

8.12% less ownership

Funds ownership: 83.55% → 75.42% (-8.1%)

17% less capital invested

Capital invested by funds: $132M → $110M (-$21.9M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$4.01M
2
Morgan Stanley
Morgan Stanley
New York
+$3.97M
3
ULWM
Upper Left Wealth Management
Florida
+$993K
4
Jane Street
Jane Street
New York
+$665K
5
CPWMP
Cardinal Point Wealth Management Partners
California
+$648K

Top Sellers

Rank Fund Capital Flow
1
CWM
Comprehensive Wealth Management
Washington
-$17.2M
2
WTB
Washington Trust Bank
Washington
-$16.8M
3
CA
CoreCap Advisors
Michigan
-$1.85M
4
EA
Efficient Advisors
Ohio
-$902K
5
Wells Fargo
Wells Fargo
California
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$562K +$177K +5,021 +47%
EWM
27
Endowment Wealth Management
Wisconsin
$562K +$214K +6,071 +63%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$493K +$484K +13,699 New
T
29
TRUADVICE
Florida
$483K -$36.7K -1,040 -7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$412K -$16.9K -478 -4%
LPL Financial
31
LPL Financial
California
$392K -$175K -4,961 -31%
Osaic Holdings
32
Osaic Holdings
Arizona
$311K +$36.8K +1,043 +14%
AWM
33
AE Wealth Management
Kansas
$273K +$269K +7,601 New
GM
34
GeoWealth Management
Illinois
$255K +$46.9K +1,329 +23%
AIP
35
Almanack Investment Partners
Pennsylvania
$232K – – –
LPWM
36
Lake Point Wealth Management
Texas
$180K – – –
HWMA
37
Heritage Wealth Management (Arizona)
Arizona
$33K +$32.1K +909 New
IA
38
IFP Advisors
Florida
$20K +$17.6K +497 New
SPIA
39
Steward Partners Investment Advisory
New York
$15K – – –
UBS Group
40
UBS Group
Switzerland
$11K -$61K -1,726 -85%
HCP
41
Hexagon Capital Partners
Arkansas
$7K – – –
CCM
42
Cribstone Capital Management
Maine
$6K +$1.41K +40 +34%
RCM
43
Raleigh Capital Management
North Carolina
$5K +$5.02K +142 New
CWA
44
Clearview Wealth Advisors
Oregon
$4K – – –
PO
45
Private Ocean
California
$1K +$565 +16 New
CWM
46
Comprehensive Wealth Management
Washington
– -$17.2M -484,320 Closed
MC
47
Moors & Cabot
Massachusetts
– -$244K -6,876 Closed
US Bancorp
48
US Bancorp
Minnesota
– -$12K -352 Closed
AIC
49
Archer Investment Corporation
Indiana
– -$3.54K -100 Closed
CAL
50
Capital Analysts LLC
Pennsylvania
– -$4K -100 Closed
1
2
3

WTMF Hedge Fund Activity: Q1 2022 in Review

46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2022, worth a combined $110M — down 17% from $132M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTMF positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 11 trimmed.

The largest buyer was CX Institutional, adding an estimated $4.01M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $17.2M sold.

  • 46 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $110M of WisdomTree Managed Futures Strategy Fund stock for Q1 2022, down 17% quarter-over-quarter.
  • 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2022 and 7 closed out, a net change of +1 holder.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2022 was CX Institutional, an estimated $4.01M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2022 was Comprehensive Wealth Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2022.