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WisdomTree Managed Futures Strategy Fund
WTMF

27 hedge funds and large institutions have $85.8M invested in WisdomTree Managed Futures Strategy Fund in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

66.11% more ownership

Funds ownership: 0% → 66.11% (+66%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.7M +$48.9M +1,187,139 New
Wells Fargo
2
Wells Fargo
California
$7.83M +$7.7M +186,943 New
Bank of America
3
Bank of America
North Carolina
$6.04M +$5.94M +144,192 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.95M +$4.87M +118,267 New
EA
5
Euclid Advisors
Connecticut
$3.78M +$3.72M +90,300 New
BCI
6
Brinker Capital Investments
Pennsylvania
$3.49M +$3.43M +83,300 New
BPB
7
Badgley, Phelps & Bell
Washington
$2.78M +$2.73M +66,340 New
U
8
UBS
Switzerland
$1.35M +$1.33M +32,365 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.07M +$1.05M +25,470 New
HighTower Advisors
10
HighTower Advisors
Illinois
$978K +$962K +23,361 New
3AM
11
3D Asset Management
Connecticut
$595K +$585K +14,212 New
VFS
12
VSR Financial Services
Kansas
$514K +$506K +12,274 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$502K +$494K +12,000 New
GI
14
Gradient Investments
Minnesota
$434K +$427K +10,366 New
HSA
15
HBK Sorce Advisory
Pennsylvania
$430K +$423K +10,270 New
AGA
16
Accuvest Global Advisors
Utah
$299K +$294K +7,130 New
LPL Financial
17
LPL Financial
California
$248K +$244K +5,929 New
CAN
18
Cetera Advisor Networks
California
$237K +$235K +5,708 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$204K +$200K +4,864 New
QAM
20
QCI Asset Management
New York
$115K +$113K +2,750 New
MFS
21
MSI Financial Services
Massachusetts
$72K +$71.2K +1,728 New
Citigroup
22
Citigroup
New York
$61K +$59.8K +1,451 New
GF
23
Genworth Financial
Virginia
$48K +$47.2K +1,146 New
WA
24
WFG Advisors
Texas
$39K +$38.8K +942 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$26K +$25.9K +628 New
1
2

WTMF Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q2 2013, worth a combined $85.8M.

Buyers outnumbered sellers: 27 funds opened new WTMF positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $85.8M of WisdomTree Managed Futures Strategy Fund stock for Q2 2013.
  • 27 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.