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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

44 hedge funds and large institutions have $105M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.37M
2
Jane Street
Jane Street
New York
$4M
3
CPWMP
Cardinal Point Wealth Management Partners
California
$4.02M
4
Wells Fargo
Wells Fargo
California
$3.57M
5
WTB
Washington Trust Bank
Washington
$1.26M

Top Sellers

1
PWM
Perigon Wealth Management
California
$0
2
ULWM
Upper Left Wealth Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$43.9M
4
FA
Fermata Advisors
California
$253K
5
FIM
Freedom Investment Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Endowment Wealth Management
Wisconsin
$574K +$23.3K +740 +4%
AWM
27
AE Wealth Management
Kansas
$426K +$31.6K +1,001 +8%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$411K +$411K +13,050 New
MLA
29
My Legacy Advisors
Oregon
$388K -$27.1K -828 -7%
T
30
TRUADVICE
Florida
$373K +$10.1K +317 +3%
FA
31
Fermata Advisors
California
$253K -$308K -9,769 -55%
GM
32
GeoWealth Management
Illinois
$190K +$68.4K +2,175 +56%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$176K -$16.6K -527 -9%
CA
34
CoreCap Advisors
Michigan
$82.6K +$82.6K +2,618 New
HWMA
35
Heritage Wealth Management (Arizona)
Arizona
$76.5K +$38.3K +1,213 +100%
PTC
36
Private Trust Company
Ohio
$30K +$630 +20 +2%
SPIA
37
Steward Partners Investment Advisory
New York
$13.6K – – –
HI
38
Harbour Investments
Wisconsin
$12K +$12K +382 New
HCP
39
Hexagon Capital Partners
Arkansas
$6.4K – – –
CWA
40
Clearview Wealth Advisors
Oregon
$3.15K – – –
PA
41
Parallel Advisors
California
$3.09K +$3.09K +98 New
IA
42
IFP Advisors
Florida
$3K -$20.1K -435 -87%
CWP
43
Concord Wealth Partners
Virginia
$2.24K +$2.24K +71 New
HNB
44
Huntington National Bank
Ohio
$32 – – –
NA
45
NewEdge Advisors
Louisiana
$1 +$1 +33 New
PWM
46
Perigon Wealth Management
California
– -$1.47M -42,800 Closed
ULWM
47
Upper Left Wealth Management
Florida
– -$1M -29,225 Closed
FIM
48
Freedom Investment Management
Connecticut
– -$230K -6,686 Closed
SL
49
Savior LLC
Massachusetts
– -$33K -963 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– -$13K -377 Closed
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