We are live on ! Find out more
WTMF icon

WisdomTree Managed Futures Strategy Fund

41 hedge funds and large institutions have $98.6M invested in WisdomTree Managed Futures Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3% more funds holding

Funds holding: 4041 (+1)

2.21% more ownership

Funds ownership: 58.01%60.21% (+2.2%)

1% more capital invested

Capital invested by funds: $98.1M → $98.6M (+$532K)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.3M +$6.46M +166,612 +14%
Wells Fargo
2
Wells Fargo
California
$9.35M -$4.83M -124,459 -34%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.65M +$117K +3,017 +2%
Betterment LLC
4
Betterment LLC
New York
$5.42M +$715K +18,446 +15%
Bank of America
5
Bank of America
North Carolina
$4.92M +$1.59M +40,903 +48%
CIM
6
Cambria Investment Management
California
$4.54M +$733K +18,897 +19%
Jane Street
7
Jane Street
New York
$2.16M +$393K +10,131 +22%
ACM
8
Aviance Capital Management
Florida
$1.82M -$202K -5,220 -10%
Axa
9
Axa
France
$1.5M +$41.1K +1,060 +3%
BAM
10
Bruderman Asset Management
New York
$1.21M +$220K +5,685 +22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.19M -$857K -22,092 -42%
FHA
12
Flagship Harbor Advisors
Massachusetts
$1.16M -$57.7K -1,487 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$749K +$219K +5,655 +41%
BAM
14
Belpointe Asset Management
Nevada
$578K +$579K +14,917 New
SFG
15
Sage Financial Group
Pennsylvania
$561K
RA
16
RFG Advisory
Alabama
$499K +$499K +12,862 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$466K -$35.1K -906 -7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$342K +$16.4K +422 +5%
CAAS
19
Capital Asset Advisory Services
Michigan
$321K +$19.4K +500 +6%
UBS Group
20
UBS Group
Switzerland
$310K -$1.32M -34,000 -81%
HSA
21
HBK Sorce Advisory
Pennsylvania
$264K +$264K +6,806 New
Comerica Bank
22
Comerica Bank
Texas
$224K -$54.5K -1,406 -20%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$217K +$217K +5,587 New
LPL Financial
24
LPL Financial
California
$211K +$211K +5,444 New
FAAS
25
First Allied Advisory Services
California
$203K -$436K -11,244 -68%

WTMF Hedge Fund Activity: Q3 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2017, worth a combined $98.6M — up 0.54% from $98.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WTMF positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.46M. The largest seller was Wells Fargo, cutting an estimated $4.83M.

  • 41 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2017, up from 40 in Q2 2017.
  • Funds reported $98.6M of WisdomTree Managed Futures Strategy Fund stock for Q3 2017, up 0.54% quarter-over-quarter.
  • 7 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2017 was Morgan Stanley, an estimated $6.46M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2017 was Wells Fargo, an estimated $4.83M sold.

Based on aggregated 13F filings for Q3 2017.