WisdomTree Managed Futures Strategy Fund
WTMF
49 hedge funds and large institutions have $105M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 46 → 49 (+3)
4% less capital invested
Capital invested by funds: $110M → $105M (-$4.68M)
3.26% less ownership
Funds ownership: 75.42% → 72.16% (-3.3%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$3.11M |
| 2 |
Morgan Stanley
New York
|
+$2.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.37M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$1.35M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$4.36M |
| 2 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$2.18M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$1.78M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 5 |
Jane Street
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$1.07M | -29,829 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$11K | -312 | Closed |
|
|
PO
53
Private Ocean
San Rafael,
California
| – | -$1K | -16 | Closed |
|
WTMF Hedge Fund Activity: Q2 2022 in Review
49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2022, worth a combined $105M — down 4.3% from $110M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTMF positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Q3 Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $4.36M sold.
- 49 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2022, up from 46 in Q1 2022.
- Funds reported $105M of WisdomTree Managed Futures Strategy Fund stock for Q2 2022, down 4.3% quarter-over-quarter.
- 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2022 and 5 closed out, a net change of +3 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q2 2022 was Q3 Asset Management, an estimated $3.11M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q2 2022 was Stratos Wealth Advisors, an estimated $4.36M sold.
Based on aggregated 13F filings for Q2 2022.