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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

38 hedge funds and large institutions have $108M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.1M
2
Jane Street
2
Jane Street
New York
$2.14M
3
EH
3
Equitable Holdings
New York
$3.49M
4
ODG
4
O'Dell Group
Ohio
$4.25M
5
CAN
5
Cetera Advisor Networks
California
$293K

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
HI
2
Harbour Investments
Wisconsin
$2K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$3.09M
5
EA
5
Efficient Advisors
Ohio
$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.1M +$11.9M +286,344 +31%
CWM
2
Comprehensive Wealth Management
Washington
$19.2M -$465K -11,224 -2%
EA
3
Efficient Advisors
Ohio
$6.81M -$637K -15,382 -9%
CIM
4
Cambria Investment Management
California
$5.55M +$66K +1,594 +1%
ODG
5
O'Dell Group
Ohio
$4.25M +$510K +12,319 +14%
Betterment LLC
6
Betterment LLC
New York
$3.9M -$40.8K -986 -1%
EH
7
Equitable Holdings
New York
$3.49M +$1.3M +31,440 +59%
Wells Fargo
8
Wells Fargo
California
$3.09M -$1.01M -24,317 -25%
Jane Street
9
Jane Street
New York
$2.14M +$1.68M +40,449 +359%
PWM
10
Perigon Wealth Management
California
$1.65M -$19.6K -474 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.04M -$97.1K -2,344 -9%
AIP
12
Almanack Investment Partners
Pennsylvania
$1M +$249K +6,001 +33%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$843K +$227K +5,489 +37%
LPL Financial
14
LPL Financial
California
$839K +$135K +3,258 +19%
FA
15
Fermata Advisors
California
$554K -$28.2K -681 -5%
AP
16
Advisors Preferred
Maryland
$502K -$179K -4,337 -26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$424K +$21.2K +512 +5%
CI
18
CX Institutional
Indiana
$392K -$456 -11 -0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$317K -$14.6K -351 -4%
CAN
20
Cetera Advisor Networks
California
$293K +$293K +7,082 New
CW
21
CreativeOne Wealth
Kansas
$270K -$412K -9,944 -60%
CBFP
22
Cedar Brook Financial Partners
Ohio
$238K – – –
MC
23
Moors & Cabot
Massachusetts
$237K +$7.25K +175 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$222K +$222K +5,354 New
LPWM
25
Lake Point Wealth Management
Texas
$208K +$208K +5,014 New
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