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WisdomTree Managed Futures Strategy Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
12
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.5M -$1.33M -35,013 -4%
FA
2
Faithward Advisors
Pennsylvania
$24.2M +$24.2M +635,665 New
EA
3
Efficient Advisors
Ohio
$15.7M -$5.8M -152,477 -27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.3M -$510K -13,388 -5%
CIM
5
Cambria Investment Management
California
$5.93M +$122K +3,209 +2%
GC
6
Grimes & Company
Massachusetts
$5.58M -$426K -11,203 -7%
ODG
7
O'Dell Group
Ohio
$5.26M +$88.5K +2,326 +2%
Betterment LLC
8
Betterment LLC
New York
$5.05M
DAS
9
Dynamic Advisor Solutions
Arizona
$3.06M +$45.6K +1,199 +2%
CAG
10
Csenge Advisory Group
Florida
$2.8M +$28.2K +740 +1%
Bank of America
11
Bank of America
North Carolina
$2.18M +$22.8K +600 +1%
Axa
12
Axa
France
$2.16M +$13.3K +350 +0.6%
BAM
13
Bruderman Asset Management
New York
$1.55M -$471K -12,643 -23%
PWM
14
Perigon Wealth Management
California
$1.46M -$53.8K -1,425 -4%
Jane Street
15
Jane Street
New York
$1.27M +$537K +14,126 +73%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.1M -$1.28M -33,698 -54%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.08M +$13.9K +366 +1%
LNC
18
Lincoln National Corp
Pennsylvania
$805K +$805K +21,158 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$702K -$193K -5,061 -22%
CI
20
CX Institutional
Indiana
$609K +$23.6K +621 +4%
PWM
21
Paulson Wealth Management
Illinois
$586K +$221K +5,811 +61%
NC
22
NewSquare Capital
Pennsylvania
$575K +$30.2K +795 +6%
BAM
23
Belpointe Asset Management
Nevada
$463K +$2.24K +59 +0.5%
Wells Fargo
24
Wells Fargo
California
$452K -$44.1K -1,158 -9%
BPWA
25
Beacon Pointe Wealth Advisors
California
$427K -$4.43K -116 -1%