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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

48 hedge funds and large institutions have $97.8M invested in WisdomTree Managed Futures Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
9
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$436K
2
LFAS
Level Four Advisory Services
Texas
$321K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$459K
4
UBS Group
UBS Group
Switzerland
$128K
5
CAG
Csenge Advisory Group
Florida
$2.82M

Top Sellers

1
FA
Faithward Advisors
Pennsylvania
$591K
2
GC
Grimes & Company
Massachusetts
$0
3
Morgan Stanley
Morgan Stanley
New York
$24.8M
4
DAS
Dynamic Advisor Solutions
Arizona
$548K
5
Axa
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.8M -$3.95M -106,598 -14%
EA
2
Efficient Advisors
Ohio
$13.5M -$1.78M -48,094 -12%
LPWM
3
Lake Point Wealth Management
Texas
$12.7M +$12.7M +343,616 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.83M -$188K -5,065 -2%
CIM
5
Cambria Investment Management
California
$5.69M -$88.8K -2,395 -2%
ODG
6
O'Dell Group
Ohio
$5.08M -$42.2K -1,138 -0.8%
Betterment LLC
7
Betterment LLC
New York
$4.57M -$386K -10,413 -8%
RCA
8
Resonant Capital Advisors
Wisconsin
$3.01M +$3.01M +81,119 New
CAG
9
Csenge Advisory Group
Florida
$2.82M +$91.6K +2,469 +3%
EH
10
Equitable Holdings
New York
$2.2M +$2.2M +59,300 New
PWM
11
Perigon Wealth Management
California
$1.51M +$72.3K +1,941 +5%
Bank of America
12
Bank of America
North Carolina
$1.41M -$710K -19,156 -34%
BAM
13
Bruderman Asset Management
New York
$1.38M -$164K -4,426 -11%
IWP
14
IAG Wealth Partners
Wisconsin
$1.18M +$1.18M +31,727 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$692K -$362K -9,767 -34%
CI
16
CX Institutional
Indiana
$594K +$334 +9 +0.1%
FA
17
Faithward Advisors
Pennsylvania
$591K -$23M -619,743 -97%
NC
18
NewSquare Capital
Pennsylvania
$581K +$20.2K +545 +4%
DAS
19
Dynamic Advisor Solutions
Arizona
$548K -$2.44M -65,702 -82%
PWM
20
Paulson Wealth Management
Illinois
$541K -$25.5K -692 -4%
BAM
21
Belpointe Asset Management
Nevada
$498K +$46.5K +1,254 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$459K +$121K +3,260 +36%
Citadel Advisors
23
Citadel Advisors
Florida
$436K +$436K +11,758 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$410K -$659K -17,757 -62%
BPWA
25
Beacon Pointe Wealth Advisors
California
$350K -$60.4K -1,648 -15%
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