WisdomTree Managed Futures Strategy Fund
WTMF
61 hedge funds and large institutions have $184M invested in WisdomTree Managed Futures Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more capital invested
Capital invested by funds: $110M → $184M (+$73.9M)
24% more funds holding
Funds holding: 49 → 61 (+12)
7.58% more ownership
Funds ownership: 65% → 72.58% (+7.6%)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
+$23.8M |
| 2 |
Morgan Stanley
New York
|
+$16.7M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$8.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.63M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.61M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.13M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$803K |
| 5 |
Betterment LLC
New York
|
-$532K |
WTMF Hedge Fund Activity: Q4 2018 in Review
61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2018, worth a combined $184M — up 67% from $110M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WTMF positions and 8 closed out — a net gain of 13 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Efficient Advisors, opening a new position worth an estimated $23.8M. The largest seller was Wells Fargo, cutting an estimated $2.14M.
- 61 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2018, up from 49 in Q3 2018.
- Funds reported $184M of WisdomTree Managed Futures Strategy Fund stock for Q4 2018, up 67% quarter-over-quarter.
- 21 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2018 and 8 closed out, a net change of +13 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2018 was Efficient Advisors, an estimated $23.8M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2018 was Wells Fargo, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2018.