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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
13
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
Efficient Advisors
Ohio
$23M
2
Morgan Stanley
Morgan Stanley
New York
$63.8M
3
GC
Grimes & Company
Massachusetts
$7.74M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.46M
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
RJA
Raymond James & Associates
Florida
$0
5
Betterment LLC
Betterment LLC
New York
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.8M +$16.1M +415,213 +34%
EA
2
Efficient Advisors
Ohio
$23M +$23M +592,951 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.2M +$6.27M +161,688 +57%
CIM
4
Cambria Investment Management
California
$11.7M +$605K +15,599 +5%
GC
5
Grimes & Company
Massachusetts
$7.74M +$7.74M +199,745 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.71M +$6.39M +164,846 +1,992%
Betterment LLC
7
Betterment LLC
New York
$5.76M -$512K -13,221 -8%
RT
8
Rockland Trust
Massachusetts
$5.37M +$5.37M +138,487 New
ODG
9
O'Dell Group
Ohio
$4.77M +$4.77M +123,142 New
Wells Fargo
10
Wells Fargo
California
$4.46M -$2.06M -53,214 -32%
LPWM
11
Lake Point Wealth Management
Texas
$3.93M +$3.93M +101,433 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.36M +$3.36M +86,600 New
CAG
13
Csenge Advisory Group
Florida
$2.95M +$249K +6,418 +9%
BAM
14
Bruderman Asset Management
New York
$2.45M +$219K +5,638 +10%
SPIA
15
Steward Partners Investment Advisory
New York
$2.32M +$2.32M +59,859 New
Axa
16
Axa
France
$2.07M -$34.9K -900 -2%
Bank of America
17
Bank of America
North Carolina
$2.04M -$449K -11,580 -18%
PWM
18
Perigon Wealth Management
California
$1.39M +$1.39M +36,316 New
LPL Financial
19
LPL Financial
California
$1.36M +$1.03M +26,458 +310%
SFG
20
Sage Financial Group
Pennsylvania
$1.28M +$390K +10,056 +44%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.26M +$1.26M +32,440 New
PWM
22
Paulson Wealth Management
Illinois
$1.05M -$49.5K -1,282 -4%
Jane Street
23
Jane Street
New York
$1.04M +$1.04M +26,828 New
ACM
24
Aviance Capital Management
Florida
$878K -$129K -3,324 -13%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$696K +$28K +722 +4%
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