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WisdomTree Managed Futures Strategy Fund

49 hedge funds and large institutions have $105M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4649 (+3)

4% less capital invested

Capital invested by funds: $110M → $105M (-$4.68M)

3.26% less ownership

Funds ownership: 75.42%72.16% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$533K +$153K +4,273 +39%
AP
27
Advisors Preferred
Maryland
$432K -$127K -3,550 -22%
T
28
TRUADVICE
Florida
$417K -$59.8K -1,673 -12%
5L
29
55I LLC
Massachusetts
$394K +$401K +11,211 New
MLA
30
My Legacy Advisors
Oregon
$375K +$379K +10,601 New
AWM
31
AE Wealth Management
Kansas
$366K +$101K +2,822 +37%
CI
32
CPR Investments
Michigan
$348K +$354K +9,911 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$337K -$1.58M -44,270 -82%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$316K -$88.1K -2,466 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$306K +$311K +8,702 New
Osaic Holdings
36
Osaic Holdings
Arizona
$301K -$2.86K -80 -0.9%
CA
37
CoreCap Advisors
Michigan
$250K -$626K -17,519 -71%
AIP
38
Almanack Investment Partners
Pennsylvania
$227K
LPWM
39
Lake Point Wealth Management
Texas
$175K
GM
40
GeoWealth Management
Illinois
$123K -$128K -3,596 -51%
HWMA
41
Heritage Wealth Management (Arizona)
Arizona
$55.3K +$23.8K +666 +73%
SL
42
Savior LLC
Massachusetts
$42K +$42.4K +1,186 New
PTC
43
Private Trust Company
Ohio
$31K +$31.8K +890 New
IA
44
IFP Advisors
Florida
$20K
SPIA
45
Steward Partners Investment Advisory
New York
$15K
HCP
46
Hexagon Capital Partners
Arkansas
$7K
CCM
47
Cribstone Capital Management
Maine
$6K +$858 +24 +15%
RCM
48
Raleigh Capital Management
North Carolina
$5K -$322 -9 -6%
CWA
49
Clearview Wealth Advisors
Oregon
$4K
SWA
50
Stratos Wealth Advisors
Ohio
-$4.36M -121,329 Closed

WTMF Hedge Fund Activity: Q2 2022 in Review

49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2022, worth a combined $105M — down 4.3% from $110M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTMF positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $4.36M sold.

  • 49 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2022, up from 46 in Q1 2022.
  • Funds reported $105M of WisdomTree Managed Futures Strategy Fund stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2022 was Q3 Asset Management, an estimated $3.11M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2022 was Stratos Wealth Advisors, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2022.