WisdomTree Managed Futures Strategy Fund
WTMF
39 hedge funds and large institutions have $93.8M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
18% more funds holding
Funds holding: 33 → 39 (+6)
5% more capital invested
Capital invested by funds: $89M → $93.8M (+$4.83M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.72% less ownership
Funds ownership: 77.36% → 75.64% (-1.7%)
67% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$1.29M |
| 3 |
LPL Financial
San Diego,
California
|
+$659K |
| 4 |
Jane Street
New York
|
+$437K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$2.47M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
-$2.02M |
| 3 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$999K |
| 4 |
Morgan Stanley
New York
|
-$886K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$537K |
WTMF Hedge Fund Activity: Q1 2021 in Review
39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2021, worth a combined $93.8M — up 5.4% from $89M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WTMF positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.14M. The largest seller was Comprehensive Wealth Management, cutting an estimated $2.47M.
- 39 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2021, up from 33 in Q4 2020.
- Funds reported $93.8M of WisdomTree Managed Futures Strategy Fund stock for Q1 2021, up 5.4% quarter-over-quarter.
- 9 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2021 and 3 closed out, a net change of +6 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2021 was Wells Fargo, an estimated $3.14M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2021 was Comprehensive Wealth Management, an estimated $2.47M sold.
Based on aggregated 13F filings for Q1 2021.