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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

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
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

1
CI
CX Institutional
Indiana
$4.4M
2
Morgan Stanley
Morgan Stanley
New York
$53.3M
3
ULWM
Upper Left Wealth Management
Florida
$1.01M
4
Jane Street
Jane Street
New York
$1.07M
5
CPWMP
Cardinal Point Wealth Management Partners
California
$1.15M

Top Sellers

1
CWM
Comprehensive Wealth Management
Washington
$0
2
WTB
Washington Trust Bank
Washington
$3.14M
3
CA
CoreCap Advisors
Michigan
$886K
4
EA
Efficient Advisors
Ohio
$5.26M
5
Wells Fargo
Wells Fargo
California
$645K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$562K +$180K +5,021 +47%
EWM
27
Endowment Wealth Management
Wisconsin
$562K +$218K +6,071 +63%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$493K +$493K +13,699 New
T
29
TRUADVICE
Florida
$483K -$36.8K -1,040 -7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$412K -$17.2K -478 -4%
LPL Financial
31
LPL Financial
California
$392K -$178K -4,961 -31%
Osaic Holdings
32
Osaic Holdings
Arizona
$311K +$37.5K +1,043 +14%
AWM
33
AE Wealth Management
Kansas
$273K +$273K +7,601 New
GM
34
GeoWealth Management
Illinois
$255K +$47.8K +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 +$33K +909 New
IA
38
IFP Advisors
Florida
$20K +$20K +497 New
SPIA
39
Steward Partners Investment Advisory
New York
$15K – – –
UBS Group
40
UBS Group
Switzerland
$11K -$60.9K -1,726 -85%
HCP
41
Hexagon Capital Partners
Arkansas
$7K – – –
CCM
42
Cribstone Capital Management
Maine
$6K +$1.54K +40 +34%
RCM
43
Raleigh Capital Management
North Carolina
$5K +$5K +142 New
CWA
44
Clearview Wealth Advisors
Oregon
$4K – – –
PO
45
Private Ocean
California
$1K +$1K +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
CAL
49
Capital Analysts LLC
Pennsylvania
– -$4K -100 Closed
AIC
50
Archer Investment Corporation
Indiana
– -$3.54K -100 Closed
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