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WisdomTree Managed Futures Strategy Fund

53 hedge funds and large institutions have $149M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-8
Holders Change %
-13.11%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
16
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.7M -$21.3M -546,829 -33%
EA
2
Efficient Advisors
Ohio
$22.7M -$327K -8,410 -1%
LPWM
3
Lake Point Wealth Management
Texas
$12.2M +$8.36M +221,351 +218%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M -$5.27M -135,411 -31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.56M +$827K +21,268 +12%
GC
6
Grimes & Company
Massachusetts
$6.53M -$1.24M -31,937 -16%
CIM
7
Cambria Investment Management
California
$6.01M -$5.76M -148,075 -49%
Betterment LLC
8
Betterment LLC
New York
$5.59M -$184K -4,740 -3%
ODG
9
O'Dell Group
Ohio
$5.13M +$343K +8,813 +7%
CAG
10
Csenge Advisory Group
Florida
$3.07M +$112K +2,868 +4%
Bank of America
11
Bank of America
North Carolina
$2.4M +$352K +9,065 +17%
BAM
12
Bruderman Asset Management
New York
$2.36M -$105K -2,697 -4%
Axa
13
Axa
France
$2.13M +$56.4K +1,450 +3%
BAM
14
Belpointe Asset Management
Nevada
$1.73M +$1.03M +18,198 +148%
PWM
15
Perigon Wealth Management
California
$1.53M +$97.5K +2,476 +7%
SPIA
16
Steward Partners Investment Advisory
New York
$1.47M -$858K -22,072 -37%
PWM
17
Paulson Wealth Management
Illinois
$1.38M +$319K +8,190 +30%
RT
18
Rockland Trust
Massachusetts
$1.3M -$4.08M -104,963 -76%
Citadel Advisors
19
Citadel Advisors
Florida
$1.23M +$1.23M +31,650 New
Jane Street
20
Jane Street
New York
$1.18M +$131K +3,380 +13%
LNC
21
Lincoln National Corp
Pennsylvania
$1.06M +$710K +18,266 +202%
Wells Fargo
22
Wells Fargo
California
$983K -$3.49M -89,738 -78%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$886K +$188K +4,825 +27%
ACM
24
Aviance Capital Management
Florida
$844K -$37K -951 -4%
DAS
25
Dynamic Advisor Solutions
Arizona
$616K +$616K +15,840 New