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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

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
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
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$3.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.3M
3
Wells Fargo
3
Wells Fargo
California
$1.97M
4
HAS
4
HBW Advisory Services
California
$1.32M
5
5L
5
55I LLC
Massachusetts
$394K

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
WTB
2
Washington Trust Bank
Washington
$929K
3
CIM
3
Cambria Investment Management
California
$3.34M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$337K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$533K +$150K +4,273 +39%
AP
27
Advisors Preferred
Maryland
$432K -$125K -3,550 -22%
T
28
TRUADVICE
Florida
$417K -$58.2K -1,673 -12%
5L
29
55I LLC
Massachusetts
$394K +$394K +11,211 New
MLA
30
My Legacy Advisors
Oregon
$375K +$375K +10,601 New
AWM
31
AE Wealth Management
Kansas
$366K +$99.1K +2,822 +37%
CI
32
CPR Investments
Michigan
$348K +$348K +9,911 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$337K -$1.55M -44,270 -82%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$316K -$86.7K -2,466 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$306K +$306K +8,702 New
Osaic Holdings
36
Osaic Holdings
Arizona
$301K -$2.81K -80 -0.9%
CA
37
CoreCap Advisors
Michigan
$250K -$615K -17,519 -71%
AIP
38
Almanack Investment Partners
Pennsylvania
$227K – – –
LPWM
39
Lake Point Wealth Management
Texas
$175K – – –
GM
40
GeoWealth Management
Illinois
$123K -$126K -3,596 -51%
HWMA
41
Heritage Wealth Management (Arizona)
Arizona
$55.3K +$23.4K +666 +73%
SL
42
Savior LLC
Massachusetts
$42K +$42K +1,186 New
PTC
43
Private Trust Company
Ohio
$31K +$31K +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 +$800 +24 +15%
RCM
48
Raleigh Capital Management
North Carolina
$5K -$338 -9 -6%
CWA
49
Clearview Wealth Advisors
Oregon
$4K – – –
SWA
50
Stratos Wealth Advisors
Ohio
– -$4.36M -121,329 Closed
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2
3