WisdomTree Managed Futures Strategy Fund
WTMF
50 hedge funds and large institutions have $122M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 53 → 50 (-3)
5.77% less ownership
Funds ownership: 63.82% → 58.05% (-5.8%)
18% less capital invested
Capital invested by funds: $149M → $122M (-$26.7M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.46M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$2.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$353K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.16M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.06M |
WTMF Hedge Fund Activity: Q2 2019 in Review
50 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2019, worth a combined $122M — down 18% from $149M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WTMF and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 10 added.
The largest buyer was Dynamic Advisor Solutions, adding an estimated $2.46M. The largest seller was Morgan Stanley, cutting an estimated $11.2M.
- 50 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2019, down from 53 in Q1 2019.
- Funds reported $122M of WisdomTree Managed Futures Strategy Fund stock for Q2 2019, down 18% quarter-over-quarter.
- 6 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2019 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2019 was Dynamic Advisor Solutions, an estimated $2.46M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2019 was Morgan Stanley, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2019.