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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

44 hedge funds and large institutions have $97.4M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
19
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWA
1
FOCUS Wealth Advisors
Texas
$4.19M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.77M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.28M
5
Jane Street
5
Jane Street
New York
$544K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$0
4
HAS
4
HBW Advisory Services
California
$0
5
CI
5
CX Institutional
Indiana
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$544K +$544K +15,794 New
CFG
27
Cooper Financial Group
California
$502K +$502K +14,591 New
MLA
28
My Legacy Advisors
Oregon
$439K +$71.6K +2,066 +19%
AWM
29
AE Wealth Management
Kansas
$431K +$72.1K +2,094 +20%
T
30
TRUADVICE
Florida
$379K -$19.4K -583 -5%
WTB
31
Washington Trust Bank
Washington
$239K -$670K -19,513 -74%
FIM
32
Freedom Investment Management
Connecticut
$230K +$230K +6,686 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$211K -$98.8K -2,868 -32%
GM
34
GeoWealth Management
Illinois
$133K +$12.8K +371 +11%
HWMA
35
Heritage Wealth Management (Arizona)
Arizona
$42K -$12.5K -362 -23%
SL
36
Savior LLC
Massachusetts
$33K -$7.64K -223 -19%
PTC
37
Private Trust Company
Ohio
$32K +$1.44K +42 +5%
IA
38
IFP Advisors
Florida
$23K +$138 +3 +0.6%
SPIA
39
Steward Partners Investment Advisory
New York
$15K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$13K +$13K +377 New
HCP
41
Hexagon Capital Partners
Arkansas
$7K – – –
CCM
42
Cribstone Capital Management
Maine
$6K +$33 +1 +0.6%
RCM
43
Raleigh Capital Management
North Carolina
$4K -$508 -15 -11%
CWA
44
Clearview Wealth Advisors
Oregon
$3K – – –
QAM
45
Q3 Asset Management
Michigan
– -$3.06M -87,126 Closed
USCWA
46
U.S. Capital Wealth Advisors
Texas
– -$2.01M -57,374 Closed
HAS
47
HBW Advisory Services
California
– -$1.32M -37,645 Closed
FPAS
48
Focus Partners Advisor Solutions
Missouri
– -$674K -19,189 Closed
AP
49
Advisors Preferred
Maryland
– -$432K -12,297 Closed
CI
50
CPR Investments
Michigan
– -$348K -9,911 Closed
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