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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

40 hedge funds and large institutions have $116M invested in WisdomTree Managed Futures Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.5M
2
UBS Group
2
UBS Group
Switzerland
$1.9M
3
AP
3
Advisors Preferred
Maryland
$144K
4
Axa
4
Axa
France
$1.16M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$16M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.1M
2
EA
2
Euclid Advisors
Connecticut
$1.05M
3
Jane Street
3
Jane Street
New York
$0
4
Comerica Bank
4
Comerica Bank
Texas
$908K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$907K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.5M 1,187,605 +58,619 +5%
BCI
2
Brinker Capital Investments
Pennsylvania
$16M 375,405 +2,625 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.3M 312,387 +296 +0.1%
Wells Fargo
4
Wells Fargo
California
$11.1M 261,467 -85,980 -25%
Bank of America
5
Bank of America
North Carolina
$5.49M 129,204 +947 +0.7%
ACM
6
Aviance Capital Management
Florida
$3.96M 93,165 +1,115 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.66M 86,107 -6,386 -7%
UBS Group
8
UBS Group
Switzerland
$1.9M 44,719 +12,405 +38%
FAAS
9
First Allied Advisory Services
California
$1.23M 28,819 -4,597 -14%
Axa
10
Axa
France
$1.16M 27,310 +3,100 +13%
EA
11
Euclid Advisors
Connecticut
$1.05M 24,800 -84,700 -77%
CIM
12
Cetera Investment Management
California
$1.04M 24,486 -4,137 -14%
Comerica Bank
13
Comerica Bank
Texas
$908K 21,802 -50,364 -70%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$907K 21,330 -32,859 -61%
VFS
15
VSR Financial Services
Kansas
$751K 17,662 -9,392 -35%
AGA
16
Accuvest Global Advisors
Utah
$627K 14,752 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$562K 13,228 -7,669 -37%
PFS
18
Prospera Financial Services
Texas
$406K 9,550 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$347K 8,153 +133 +2%
3AM
20
3D Asset Management
Connecticut
$338K 7,962 +51 +0.6%
TFO
21
Tarbox Family Office
California
$248K 5,823 – –
IWM
22
Integrated Wealth Management
California
$213K 5,010 +1,250 +33%
AP
23
Advisors Preferred
Maryland
$144K 3,379 +3,379 New
MFS
24
MSI Financial Services
Massachusetts
$128K 3,002 -37 -1%
AssetMark Inc
25
AssetMark Inc
California
$78K 1,830 +1,830 New
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