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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

47 hedge funds and large institutions have $116M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8.38M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.8M
4
VF
Virtu Financial
New York
$1.51M
5
CAG
Csenge Advisory Group
Florida
$1.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50M
2
KSA
Ken Stern & Associates
California
$0
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
FHA
Flagship Harbor Advisors
Massachusetts
$678K
5
ACM
Aviance Capital Management
Florida
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50M -$6.35M -160,621 -11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.19M +55,417 +27%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.19M +$18.1K +458 +0.2%
Wells Fargo
4
Wells Fargo
California
$8.38M +$4.09M +103,471 +95%
Betterment LLC
5
Betterment LLC
New York
$6.9M +$724K +18,139 +12%
CIM
6
Cambria Investment Management
California
$5.66M +$631K +15,965 +13%
Jane Street
7
Jane Street
New York
$4.16M +$209K +5,274 +5%
RJA
8
Raymond James & Associates
Florida
$2.59M +$1.08M +27,304 +71%
Bank of America
9
Bank of America
North Carolina
$2.28M +$64.7K +1,635 +3%
RA
10
RFG Advisory
Alabama
$2.13M +$613K +15,512 +40%
Axa
11
Axa
France
$2.06M +$35.6K +900 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.8M +$1.8M +45,600 New
BAM
13
Bruderman Asset Management
New York
$1.68M +$194K +4,910 +13%
VF
14
Virtu Financial
New York
$1.51M +$1.51M +38,264 New
ACM
15
Aviance Capital Management
Florida
$1.31M -$116K -2,934 -8%
CAG
16
Csenge Advisory Group
Florida
$1.19M +$1.19M +30,152 New
SFG
17
Sage Financial Group
Pennsylvania
$707K +$58K +1,466 +9%
FHA
18
Flagship Harbor Advisors
Massachusetts
$678K -$216K -5,436 -24%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$611K +$90.1K +2,279 +17%
BAM
20
Belpointe Asset Management
Nevada
$576K -$18.7K -474 -3%
HSA
21
HBK Sorce Advisory
Pennsylvania
$334K – – –
CA
22
Calton & Associates
Florida
$333K +$55.3K +1,399 +20%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$312K +$89.1K +2,250 +40%
UBS Group
24
UBS Group
Switzerland
$291K -$42.6K -1,078 -13%
CAAS
25
Capital Asset Advisory Services
Michigan
$273K +$11.5K +290 +4%
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