WisdomTree Managed Futures Strategy Fund
WTMF
36 hedge funds and large institutions have $108M invested in WisdomTree Managed Futures Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 9 closing their positions.
5.83% less ownership
Funds ownership: 67.21% → 61.38% (-5.8%)
14% less funds holding
Funds holding: 42 → 36 (-6)
21% less capital invested
Capital invested by funds: $137M → $108M (-$29M)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.74M |
| 2 |
Betterment LLC
New York
|
+$1.97M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.89M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Telemus Capital
Southfield,
Michigan
|
-$5.52M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.3M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.29M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$3.51M |
| 5 |
Morgan Stanley
New York
|
-$3.46M |
WTMF Hedge Fund Activity: Q1 2017 in Review
36 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2017, worth a combined $108M — down 21% from $137M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WTMF and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 12 added.
The largest buyer was Wells Fargo, adding an estimated $4.74M. The largest seller was Telemus Capital, exiting entirely with an estimated $5.52M sold.
- 36 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2017, down from 42 in Q4 2016.
- Funds reported $108M of WisdomTree Managed Futures Strategy Fund stock for Q1 2017, down 21% quarter-over-quarter.
- 4 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2017 and 9 closed out, a net change of -5 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2017 was Wells Fargo, an estimated $4.74M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2017 was Telemus Capital, an estimated $5.52M sold.
Based on aggregated 13F filings for Q1 2017.