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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

48 hedge funds and large institutions have $111M invested in WisdomTree Managed Futures Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$57.1M
3
Jane Street
3
Jane Street
New York
$4M
4
RJA
4
Raymond James & Associates
Florida
$1.53M
5
RA
5
RFG Advisory
Alabama
$1.54M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.34M
2
Bank of America
2
Bank of America
North Carolina
$2.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
ACM
5
Aviance Capital Management
Florida
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.1M +$3.13M +78,107 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.29M +$8.52M +212,695 +1,102%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.18M +$282K +7,032 +4%
Betterment LLC
4
Betterment LLC
New York
$6.2M +$602K +15,022 +11%
CIM
5
Cambria Investment Management
California
$5.09M +$402K +10,035 +9%
Wells Fargo
6
Wells Fargo
California
$4.34M -$5.32M -132,723 -55%
Jane Street
7
Jane Street
New York
$4M +$1.77M +44,312 +80%
Bank of America
8
Bank of America
North Carolina
$2.24M -$2.84M -70,976 -56%
Axa
9
Axa
France
$2.05M +$500K +12,490 +32%
RA
10
RFG Advisory
Alabama
$1.54M +$1.02M +25,459 +198%
RJA
11
Raymond James & Associates
Florida
$1.53M +$1.53M +38,244 New
BAM
12
Bruderman Asset Management
New York
$1.5M +$255K +6,379 +20%
ACM
13
Aviance Capital Management
Florida
$1.44M -$434K -10,834 -23%
FHA
14
Flagship Harbor Advisors
Massachusetts
$904K -$301K -7,491 -25%
SFG
15
Sage Financial Group
Pennsylvania
$657K +$657K +16,402 New
BAM
16
Belpointe Asset Management
Nevada
$603K +$5.33K +133 +0.9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$527K +$174K +4,350 +49%
KSA
18
Ken Stern & Associates
California
$459K +$459K +11,473 New
UBS Group
19
UBS Group
Switzerland
$339K +$18K +448 +6%
HSA
20
HBK Sorce Advisory
Pennsylvania
$338K +$65.8K +1,644 +24%
CA
21
Calton & Associates
Florida
$285K +$285K +7,031 New
FAIM
22
Financial Advocates Investment Management
Washington
$278K +$278K +6,940 New
CAAS
23
Capital Asset Advisory Services
Michigan
$264K -$66.7K -1,668 -20%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$226K +$226K +5,631 New
FAAS
25
First Allied Advisory Services
California
$221K +$10K +250 +5%
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