WisdomTree Managed Futures Strategy Fund
WTMF
53 hedge funds and large institutions have $149M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.
8.76% less ownership
Funds ownership: 72.58% → 63.82% (-8.8%)
13% less funds holding
Funds holding: 61 → 53 (-8)
19% less capital invested
Capital invested by funds: $184M → $149M (-$35.1M)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
+$8.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$822K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$706K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.1M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$5.73M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.24M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$4.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
LPL Financial
San Diego,
California
| – | -$1.36M | -34,982 | Closed |
|
|
SFG
52
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$1.27M | -32,897 | Closed |
|
53
HighTower Advisors
Chicago,
Illinois
| – | -$1.26M | -32,440 | Closed |
|
|
MWM
54
Modera Wealth Management
Westwood,
New Jersey
| – | -$388K | -10,000 | Closed |
|
|
RA
55
RFG Advisory
Birmingham,
Alabama
| – | -$259K | -6,672 | Closed |
|
|
TSS
56
Two Sigma Securities
New York
| – | -$237K | -6,127 | Closed |
|
|
VCM
57
Vigilant Capital Management
Portland,
Maine
| – | -$74K | -1,900 | Closed |
|
|
AP
58
Advisors Preferred
Rockville,
Maryland
| – | -$45K | -1,166 | Closed |
|
|
GWMIA
59
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$4K | -101 | Closed |
|
|
NR
60
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$4K | -93 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$39 | +1 | +100% |
|
WTMF Hedge Fund Activity: Q1 2019 in Review
53 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2019, worth a combined $149M — down 19% from $184M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WTMF and 3 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 16 added.
The largest buyer was Lake Point Wealth Management, adding an estimated $8.56M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.
- 53 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2019, down from 61 in Q4 2018.
- Funds reported $149M of WisdomTree Managed Futures Strategy Fund stock for Q1 2019, down 19% quarter-over-quarter.
- 3 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2019 and 11 closed out, a net change of -8 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2019 was Lake Point Wealth Management, an estimated $8.56M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2019 was Morgan Stanley, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2019.