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WisdomTree Managed Futures Strategy Fund

41 hedge funds and large institutions have $123M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
18
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$502K +$5.39K +154 +1%
CWM
27
Comprehensive Wealth Management
Washington
$467K +$467K +13,358 New
T
28
TRUADVICE
Florida
$395K -$37.4K -1,068 -9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$363K +$363K +10,375 New
MC
30
Moors & Cabot
Massachusetts
$222K +$222K +6,350 New
FA
31
Fermata Advisors
California
$217K +$217K +6,210 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$194K -$6.19K -177 -3%
CFD
33
Creative Financial Designs
Indiana
$39K +$39K +1,115 New
AWM
34
Avior Wealth Management
Nebraska
$38.8K +$4.65K +133 +14%
PTC
35
Private Trust Company
Ohio
$31.1K
SPIA
36
Steward Partners Investment Advisory
New York
$8.96K +$7.87K +225 +726%
HCP
37
Hexagon Capital Partners
Arkansas
$7.1K
HI
38
Harbour Investments
Wisconsin
$4.06K -$9.31K -266 -70%
NA
39
NewEdge Advisors
Louisiana
$1.16K
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$1.05K +$1.05K +30 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$70 +$70 +2 New
HNB
42
Huntington National Bank
Ohio
$35 -$34
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
-$1.92M -57,000 Closed
MML Investors Services
44
MML Investors Services
Massachusetts
-$1.86M -55,472 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$661K -19,705 Closed
CW
46
CreativeOne Wealth
Kansas
-$644K -19,181 Closed
CI
47
CX Institutional
Indiana
-$221K -6,595 Closed
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$285K -5,670 Closed
GM
49
GeoWealth Management
Illinois
-$130K -3,887 Closed
UBS Group
50
UBS Group
Switzerland
-$29K -863 Closed