WisdomTree Managed Futures Strategy Fund
WTMF
53 hedge funds and large institutions have $126M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more funds holding
Funds holding: 50 → 53 (+3)
2.96% more ownership
Funds ownership: 58.05% → 61.01% (+3%)
3% more capital invested
Capital invested by funds: $122M → $126M (+$4.02M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$811K |
| 2 |
Jane Street
New York
|
+$542K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$412K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$321K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
-$5.85M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$1.61M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$513K |
WTMF Hedge Fund Activity: Q3 2019 in Review
53 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2019, worth a combined $126M — up 3.3% from $122M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WTMF positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 17 trimmed.
The largest buyer was Lincoln National Corp, opening a new position worth an estimated $811K. The largest seller was Efficient Advisors, cutting an estimated $5.85M.
- 53 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2019, up from 50 in Q2 2019.
- Funds reported $126M of WisdomTree Managed Futures Strategy Fund stock for Q3 2019, up 3.3% quarter-over-quarter.
- 11 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2019 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2019 was Lincoln National Corp, an estimated $811K added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2019 was Efficient Advisors, an estimated $5.85M sold.
Based on aggregated 13F filings for Q3 2019.