WisdomTree Managed Futures Strategy Fund
WTMF
49 hedge funds and large institutions have $110M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
11% more funds holding
Funds holding: 44 → 49 (+5)
0% more capital invested
Capital invested by funds: $110M → $110M (+$298K)
3.4% less ownership
Funds ownership: 68.41% → 65% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$5.84M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.6M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$1.58M |
| 5 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.98M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4K | -100 | Closed |
|
WTMF Hedge Fund Activity: Q3 2018 in Review
49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2018, worth a combined $110M — up 0.27% from $110M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTMF positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Cambria Investment Management, adding an estimated $5.84M. The largest seller was Envestnet Asset Management, cutting an estimated $8.98M.
- 49 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2018, up from 44 in Q2 2018.
- Funds reported $110M of WisdomTree Managed Futures Strategy Fund stock for Q3 2018, up 0.27% quarter-over-quarter.
- 11 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2018 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2018 was Cambria Investment Management, an estimated $5.84M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $8.98M sold.
Based on aggregated 13F filings for Q3 2018.