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WisdomTree Managed Futures Strategy Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.69%
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
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36M -$892K -22,881 -2%
CWM
2
Comprehensive Wealth Management
Washington
$18.5M -$2.49M -63,773 -12%
EA
3
Efficient Advisors
Ohio
$7.01M -$2.03M -52,136 -22%
CIM
4
Cambria Investment Management
California
$5.16M -$104K -2,668 -2%
Wells Fargo
5
Wells Fargo
California
$3.86M +$3.16M +81,010 +450%
Betterment LLC
6
Betterment LLC
New York
$3.71M -$101K -2,600 -3%
ODG
7
O'Dell Group
Ohio
$3.51M -$274K -7,022 -7%
QAM
8
Q3 Asset Management
Michigan
$2.22M +$2.22M +33,274 New
EH
9
Equitable Holdings
New York
$2.06M -$46.8K -1,200 -2%
PWM
10
Perigon Wealth Management
California
$1.57M +$304K +7,809 +24%
HI
11
Harbour Investments
Wisconsin
$1.1M +$1.1M +28,093 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.07M +$275K +7,047 +34%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.04M -$401K -10,294 -28%
AIP
14
Almanack Investment Partners
Pennsylvania
$710K -$218K -5,584 -23%
LPL Financial
15
LPL Financial
California
$663K +$663K +17,006 New
AP
16
Advisors Preferred
Maryland
$643K -$480K -12,321 -43%
CW
17
CreativeOne Wealth
Kansas
$641K -$14.5K -372 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$579K
FA
19
Fermata Advisors
California
$548K +$548K +14,038 New
Jane Street
20
Jane Street
New York
$439K +$439K +11,272 New
HAS
21
HBW Advisory Services
California
$388K +$388K +9,965 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$379K +$80.2K +2,060 +27%
CI
23
CX Institutional
Indiana
$369K -$540K -13,860 -59%
Osaic Holdings
24
Osaic Holdings
Arizona
$312K -$83.7K -2,143 -21%
CBFP
25
Cedar Brook Financial Partners
Ohio
$224K