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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

42 hedge funds and large institutions have $106M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
20
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.41M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.92M
3
LPL Financial
3
LPL Financial
California
$5.48M
4
PAG
4
Private Advisor Group
New Jersey
$710K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.04M

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
EH
2
Equitable Holdings
New York
$0
3
CI
3
CX Institutional
Indiana
$221K
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Endowment Wealth Management
Wisconsin
$636K +$26.7K +799 +4%
CFG
27
Cooper Financial Group
California
$627K – – –
AWM
28
AE Wealth Management
Kansas
$476K +$22.5K +671 +5%
T
29
TRUADVICE
Florida
$419K +$21.2K +625 +5%
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$285K +$285K +5,670 New
CI
31
CX Institutional
Indiana
$221K -$2.6M -77,668 -92%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$192K +$4.36K +130 +2%
GM
33
GeoWealth Management
Illinois
$130K -$72.1K -2,157 -36%
AWM
34
Avior Wealth Management
Nebraska
$32.8K +$32.8K +976 New
PTC
35
Private Trust Company
Ohio
$29.9K -$2.08K -62 -7%
UBS Group
36
UBS Group
Switzerland
$29K +$29K +863 New
HI
37
Harbour Investments
Wisconsin
$12.8K – – –
HCP
38
Hexagon Capital Partners
Arkansas
$6.81K – – –
AAS
39
Ameritas Advisory Services
Nebraska
$4.3K +$4.3K +128 New
CWA
40
Clearview Wealth Advisors
Oregon
$3.36K – – –
NA
41
NewEdge Advisors
Louisiana
$1.11K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$1.04K -$13.4K -400 -93%
HNB
43
Huntington National Bank
Ohio
$34 -$32 – –
FWA
44
FOCUS Wealth Advisors
Texas
– -$3.83M -121,367 Closed
EH
45
Equitable Holdings
New York
– -$2.91M -92,370 Closed
FA
46
Fermata Advisors
California
– -$253K -8,027 Closed
PA
47
Parallel Advisors
California
– -$3.09K -98 Closed
CWP
48
Concord Wealth Partners
Virginia
– -$2.24K -71 Closed
IA
49
IFP Advisors
Florida
– -$3K -65 Closed
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