WisdomTree Managed Futures Strategy Fund
WTMF
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.
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
8.68% more ownership
Funds ownership: 69.83% → 78.51% (+8.7%)
8% more capital invested
Capital invested by funds: $97.4M → $105M (+$7.82M)
0% more funds holding
Funds holding: 44 → 44 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.95M |
| 2 |
Jane Street
New York
|
+$3.67M |
| 3 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$3.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.4M |
| 5 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$1.47M |
| 2 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
-$1M |
| 3 |
Morgan Stanley
New York
|
-$967K |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$322K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$230K |
WTMF Hedge Fund Activity: Q4 2022 in Review
44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2022, worth a combined $105M — up 8% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTMF positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.95M. The largest seller was Perigon Wealth Management, exiting entirely with an estimated $1.47M sold.
- 44 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $105M of WisdomTree Managed Futures Strategy Fund stock for Q4 2022, up 8% quarter-over-quarter.
- 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2022 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2022 was LPL Financial, an estimated $3.95M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2022 was Perigon Wealth Management, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2022.