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WisdomTree Managed Futures Strategy Fund

37 hedge funds and large institutions have $62.3M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M -$3.01M -85,996 -10%
EA
2
Efficient Advisors
Ohio
$9.41M -$1.31M -37,509 -12%
CIM
3
Cambria Investment Management
California
$4.8M -$155K -4,418 -3%
ODG
4
O'Dell Group
Ohio
$4.23M -$360K -10,275 -8%
Betterment LLC
5
Betterment LLC
New York
$3.51M -$50.1K -1,432 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.81M +$655K +18,724 +30%
EH
7
Equitable Holdings
New York
$1.86M -$39.9K -1,140 -2%
Bank of America
8
Bank of America
North Carolina
$1.5M +$148K +4,221 +11%
PWM
9
Perigon Wealth Management
California
$1.09M -$220K -6,294 -17%
Jane Street
10
Jane Street
New York
$961K +$652K +18,628 +211%
IWP
11
IAG Wealth Partners
Wisconsin
$878K -$31K -885 -3%
CI
12
CX Institutional
Indiana
$807K +$61.5K +1,759 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$515K +$2.31K +66 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$483K -$50.8K -1,448 -10%
Wells Fargo
15
Wells Fargo
California
$467K -$131K -3,743 -22%
CW
16
CreativeOne Wealth
Kansas
$363K +$363K +10,385 New
MWC
17
MKD Wealth Coaches
Michigan
$299K
Ameriprise
18
Ameriprise
Minnesota
$299K +$299K +8,547 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$279K +$47.2K +1,351 +20%
FA
20
Faithward Advisors
Pennsylvania
$252K -$122K -3,489 -33%
JCM
21
Jacobi Capital Management
Pennsylvania
$222K +$222K +6,350 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$205K -$33.3K -953 -14%
CBFP
23
Cedar Brook Financial Partners
Ohio
$200K
OPS
24
Orion Portfolio Solutions
Nebraska
$126K +$6.01K +172 +5%
UBS Group
25
UBS Group
Switzerland
$72K -$6.77K -193 -9%