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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

42 hedge funds and large institutions have $137M invested in WisdomTree Managed Futures Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Telemus Capital
Michigan
$5.52M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.29M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$3.51M
5
Betterment LLC
5
Betterment LLC
New York
$2.08M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$230K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$13.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
ACM
5
Aviance Capital Management
Florida
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.1M +$1.66M +39,927 +3%
BCI
2
Brinker Capital Investments
Pennsylvania
$13.7M -$2.02M -48,829 -13%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.6M +$277K +6,684 +2%
Bank of America
4
Bank of America
North Carolina
$10.8M +$5.33M +128,530 +97%
Wells Fargo
5
Wells Fargo
California
$8.99M -$102K -2,462 -1%
TC
6
Telemus Capital
Michigan
$5.52M +$5.52M +133,039 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.29M +$4.29M +103,430 New
HSA
8
HBK Sorce Advisory
Pennsylvania
$3.51M +$3.51M +84,663 New
SFG
9
Sage Financial Group
Pennsylvania
$3.46M – – –
ACM
10
Aviance Capital Management
Florida
$2.91M -$345K -8,319 -11%
UBS Group
11
UBS Group
Switzerland
$2.84M +$116K +2,806 +4%
Jane Street
12
Jane Street
New York
$2.14M +$1.26M +30,290 +142%
Betterment LLC
13
Betterment LLC
New York
$2.08M +$1.74M +41,983 +514%
CIM
14
Cambria Investment Management
California
$1.5M +$1.5M +36,230 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$1.43M +$1.43M +35,296 New
Axa
16
Axa
France
$1.4M +$163K +3,930 +13%
FAAS
17
First Allied Advisory Services
California
$970K -$135K -3,249 -12%
LNC
18
Lincoln National Corp
Pennsylvania
$836K +$836K +20,176 New
CIM
19
Cetera Investment Management
California
$824K -$122K -2,940 -13%
LFAS
20
Level Four Advisory Services
Texas
$667K +$667K +16,092 New
Comerica Bank
21
Comerica Bank
Texas
$617K -$215K -5,264 -26%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$552K +$215K +5,184 +64%
VKH
23
Virtu KCG Holdings
New York
$359K +$359K +8,654 New
LPL Financial
24
LPL Financial
California
$345K +$345K +8,415 New
IWM
25
Integrated Wealth Management
California
$336K +$56.2K +1,356 +20%
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