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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

27 hedge funds and large institutions have $118M invested in WisdomTree Managed Futures Strategy Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$4.96M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.4M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.54M
4
MFP
4
Mosaic Financial Partners
California
$1.88M
5
Wells Fargo
5
Wells Fargo
California
$11.8M

Top Sellers

1
WA
1
WFG Advisors
Texas
$701K
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
3AM
3
3D Asset Management
Connecticut
$357K
4
Axa
4
Axa
France
$131K
5
PFS
5
Prospera Financial Services
Texas
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.2M +$776K +17,799 +1%
Wells Fargo
2
Wells Fargo
California
$11.8M +$1.16M +26,535 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M +$1.64M +37,614 +17%
BCI
4
Brinker Capital Investments
Pennsylvania
$6.54M +$1.57M +35,978 +32%
Bank of America
5
Bank of America
North Carolina
$6.38M +$168K +3,845 +3%
Comerica Bank
6
Comerica Bank
Texas
$5.11M +$227K +5,206 +5%
EA
7
Euclid Advisors
Connecticut
$4.96M +$3.71M +85,000 +296%
U
8
UBS
Switzerland
$3.22M +$255K +5,840 +9%
MFP
9
Mosaic Financial Partners
California
$1.88M +$1.42M +32,589 +313%
FAAM
10
First Allied Asset Management
California
$1.42M +$150K +3,428 +12%
VFS
11
VSR Financial Services
Kansas
$1.24M +$307K +7,039 +33%
WA
12
WFG Advisors
Texas
$701K -$563K -12,900 -45%
AP
13
Advisors Preferred
Maryland
$524K +$299K +6,855 +133%
AGA
14
Accuvest Global Advisors
Utah
$461K +$186K +4,270 +68%
CS
15
Comerica Securities
Michigan
$375K +$375K +8,609 New
3AM
16
3D Asset Management
Connecticut
$357K -$197K -4,526 -36%
PSI
17
Pinnacle Summer Investments
Virginia
$352K +$47.7K +1,096 +16%
PFS
18
Prospera Financial Services
Texas
$233K -$43.6K -1,000 -16%
LPL Financial
19
LPL Financial
California
$202K +$202K +4,631 New
PO
20
Private Ocean
California
$171K – – –
Axa
21
Axa
France
$131K -$90.8K -2,080 -41%
QAM
22
QCI Asset Management
New York
$109K – – –
EMA
23
Efficient Market Advisors
California
$67K +$67K +1,534 New
TFA
24
Transamerica Financial Advisors
Florida
$27K +$27K +598 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$14K +$14K +316 New
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