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WisdomTree Managed Futures Strategy Fund

50 hedge funds and large institutions have $122M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.6M -$10.9M -289,443 -26%
EA
2
Efficient Advisors
Ohio
$21.3M -$745K -19,713 -3%
LPWM
3
Lake Point Wealth Management
Texas
$12.2M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.7M -$948K -25,091 -8%
GC
5
Grimes & Company
Massachusetts
$5.97M -$375K -9,927 -6%
CIM
6
Cambria Investment Management
California
$5.77M -$74.8K -1,980 -1%
ODG
7
O'Dell Group
Ohio
$5.13M +$143K +3,780 +3%
Betterment LLC
8
Betterment LLC
New York
$5.05M -$387K -10,253 -7%
DAS
9
Dynamic Advisor Solutions
Arizona
$3M +$2.4M +63,438 +400%
CAG
10
Csenge Advisory Group
Florida
$2.75M -$232K -6,131 -8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.36M +$1.85M +48,963 +361%
Bank of America
12
Bank of America
North Carolina
$2.14M -$192K -5,094 -8%
Axa
13
Axa
France
$2.13M +$58.6K +1,550 +3%
BAM
14
Bruderman Asset Management
New York
$2.05M -$239K -6,336 -10%
QAM
15
Q3 Asset Management
Michigan
$1.61M +$1.61M +53,415 New
PWM
16
Perigon Wealth Management
California
$1.51M +$44.7K +1,182 +3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.06M +$200K +5,277 +23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$888K -$6.46M -170,884 -88%
Jane Street
19
Jane Street
New York
$727K -$415K -10,983 -36%
CI
20
CX Institutional
Indiana
$581K +$293K +7,758 +102%
NC
21
NewSquare Capital
Pennsylvania
$541K +$53.1K +1,405 +11%
Wells Fargo
22
Wells Fargo
California
$493K -$464K -12,254 -48%
BAM
23
Belpointe Asset Management
Nevada
$458K -$694K -18,350 -60%
BPWA
24
Beacon Pointe Wealth Advisors
California
$426K -$54.8K -1,454 -11%
RT
25
Rockland Trust
Massachusetts
$410K -$857K -22,677 -68%