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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

33 hedge funds and large institutions have $89M invested in WisdomTree Managed Futures Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Advisors Preferred
Maryland
$1.07M
2
AIP
Almanack Investment Partners
Pennsylvania
$883K
3
CW
CreativeOne Wealth
Kansas
$624K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.37M
5
CA
Cetera Advisors
Colorado
$209K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.1M
2
Bank of America
Bank of America
North Carolina
$49K
3
ODG
O'Dell Group
Ohio
$3.61M
4
MWC
MKD Wealth Coaches
Michigan
$0
5
EA
Efficient Advisors
Ohio
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.1M -$6.61M -178,188 -16%
CWM
2
Comprehensive Wealth Management
Washington
$20M +$20M +539,708 New
EA
3
Efficient Advisors
Ohio
$8.61M -$294K -7,927 -3%
CIM
4
Cambria Investment Management
California
$5.01M +$39.3K +1,059 +0.8%
Betterment LLC
5
Betterment LLC
New York
$3.62M +$102K +2,743 +3%
ODG
6
O'Dell Group
Ohio
$3.61M -$477K -12,867 -12%
EH
7
Equitable Holdings
New York
$2.01M +$16K +430 +0.8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.37M +$495K +13,336 +57%
PWM
9
Perigon Wealth Management
California
$1.2M +$17.8K +479 +1%
AP
10
Advisors Preferred
Maryland
$1.07M +$1.07M +28,826 New
IWP
11
IAG Wealth Partners
Wisconsin
$999K +$35.7K +961 +4%
AIP
12
Almanack Investment Partners
Pennsylvania
$883K +$883K +23,804 New
CI
13
CX Institutional
Indiana
$865K -$84.8K -2,286 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$758K -$13.1K -353 -2%
Wells Fargo
15
Wells Fargo
California
$668K +$123K +3,315 +23%
CW
16
CreativeOne Wealth
Kansas
$624K +$624K +16,826 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$552K +$2.6K +70 +0.5%
JCM
18
Jacobi Capital Management
Pennsylvania
$549K +$84.4K +2,277 +18%
Osaic Holdings
19
Osaic Holdings
Arizona
$376K -$128K -3,457 -25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$285K -$54.4K -1,464 -16%
CBFP
21
Cedar Brook Financial Partners
Ohio
$213K +$999 +27 +0.5%
CA
22
Cetera Advisors
Colorado
$209K +$209K +5,630 New
GM
23
GeoWealth Management
Illinois
$184K +$184K +4,966 New
UBS Group
24
UBS Group
Switzerland
$114K +$56.4K +1,526 +98%
Bank of America
25
Bank of America
North Carolina
$49K -$3.35M -89,425 -99%
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