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WisdomTree Managed Futures Strategy Fund

44 hedge funds and large institutions have $84.3M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
6
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.5M +$6.33M +174,672 +26%
LPWM
2
Lake Point Wealth Management
Texas
$12.5M +$46.7K +1,288 +0.4%
EA
3
Efficient Advisors
Ohio
$11.1M -$2.1M -58,008 -16%
CIM
4
Cambria Investment Management
California
$5.13M -$427K -11,769 -8%
ODG
5
O'Dell Group
Ohio
$4.76M -$207K -5,722 -4%
Betterment LLC
6
Betterment LLC
New York
$3.69M -$777K -21,427 -17%
RCA
7
Resonant Capital Advisors
Wisconsin
$2.72M -$225K -6,199 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.23M +$1.83M +50,454 +456%
EH
9
Equitable Holdings
New York
$1.97M -$183K -5,040 -8%
Bank of America
10
Bank of America
North Carolina
$1.4M +$25.1K +692 +2%
PWM
11
Perigon Wealth Management
California
$1.35M -$109K -3,004 -7%
IWP
12
IAG Wealth Partners
Wisconsin
$942K -$209K -5,757 -18%
CI
13
CX Institutional
Indiana
$772K +$192K +5,291 +33%
Wells Fargo
14
Wells Fargo
California
$620K +$324K +8,927 +109%
Osaic Holdings
15
Osaic Holdings
Arizona
$551K +$551K +15,207 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$531K -$9.07M -250,320 -94%
FA
17
Faithward Advisors
Pennsylvania
$388K -$190K -5,231 -33%
BPA
18
Beacon Pointe Advisors
California
$336K +$336K +9,364 New
Jane Street
19
Jane Street
New York
$320K +$320K +8,815 New
MWC
20
MKD Wealth Coaches
Michigan
$309K
Citadel Advisors
21
Citadel Advisors
Florida
$290K -$136K -3,758 -32%
LFAS
22
Level Four Advisory Services
Texas
$272K -$41.5K -1,146 -13%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$247K -$17.2K -475 -7%
TSS
24
Two Sigma Securities
New York
$245K +$245K +6,767 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$240K -$9.81K -271 -4%