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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

24 hedge funds and large institutions have $102M invested in WisdomTree Managed Futures Strategy Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.76M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
Bank of America
4
Bank of America
North Carolina
$5.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
BPB
1
Badgley, Phelps & Bell
Washington
$0
2
Franklin Resources
2
Franklin Resources
California
$0
3
U
3
UBS
Switzerland
$2.84M
4
EA
4
Euclid Advisors
Connecticut
$1.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.9M +$4.9M +117,213 +9%
Wells Fargo
2
Wells Fargo
California
$10.2M +$1.78M +42,682 +21%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.32M +$1.15M +27,465 +14%
Bank of America
4
Bank of America
North Carolina
$5.95M +$1.26M +30,071 +27%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.76M +$2.07M +49,611 +77%
Comerica Bank
6
Comerica Bank
Texas
$4.67M -$232K -5,558 -5%
U
7
UBS
Switzerland
$2.84M -$986K -23,598 -26%
FAAM
8
First Allied Asset Management
California
$1.22M +$162K +3,840 +15%
WA
9
WFG Advisors
Texas
$1.21M -$217K -5,201 -15%
EA
10
Euclid Advisors
Connecticut
$1.2M -$810K -19,400 -40%
VFS
11
VSR Financial Services
Kansas
$891K -$217K -5,191 -20%
3AM
12
3D Asset Management
Connecticut
$531K -$13K -311 -2%
SG Americas Securities
13
SG Americas Securities
New York
$489K +$489K +11,706 New
MFP
14
Mosaic Financial Partners
California
$435K +$435K +10,412 New
PSI
15
Pinnacle Summer Investments
Virginia
$296K +$31.6K +745 +12%
PFS
16
Prospera Financial Services
Texas
$265K -$29.2K -700 -10%
AGA
17
Accuvest Global Advisors
Utah
$263K +$834 +20 +0.3%
AP
18
Advisors Preferred
Maryland
$216K +$216K +5,172 New
Axa
19
Axa
France
$212K +$22.5K +540 +12%
PO
20
Private Ocean
California
$163K -$17.9K -429 -10%
QAM
21
QCI Asset Management
New York
$104K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3K -$59.3K -1,561 -95%
GI
24
Gradient Investments
Minnesota
$2K – – –
BPB
25
Badgley, Phelps & Bell
Washington
– -$2.97M -72,355 Closed
1
2