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WisdomTree Managed Futures Strategy Fund

39 hedge funds and large institutions have $117M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $108M → $117M (+$9.18M)

3% more funds holding

Funds holding: 3839 (+1)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.42% more ownership

Funds ownership: 78.98%79.4% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.3M +$5.75M +139,763 +12%
CWM
2
Comprehensive Wealth Management
Washington
$19.2M +$138K +3,349 +0.7%
EA
3
Efficient Advisors
Ohio
$6.39M -$354K -8,609 -5%
Wells Fargo
4
Wells Fargo
California
$5.79M +$2.74M +66,506 +89%
CIM
5
Cambria Investment Management
California
$5.49M -$1.73K -42 -0%
ODG
6
O'Dell Group
Ohio
$4.21M +$8.93K +217 +0.2%
Betterment LLC
7
Betterment LLC
New York
$3.86M +$82 +2 +0%
EH
8
Equitable Holdings
New York
$3.51M +$58K +1,410 +2%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$2.76M +$2.81M +68,241 New
PWM
10
Perigon Wealth Management
California
$1.62M -$11.6K -282 -0.7%
AIP
11
Almanack Investment Partners
Pennsylvania
$983K -$9.84K -239 -1%
LPL Financial
12
LPL Financial
California
$903K +$73K +1,774 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$896K -$135K -3,275 -13%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$849K +$14.7K +356 +2%
CAN
15
Cetera Advisor Networks
California
$819K +$531K +12,900 +182%
FA
16
Fermata Advisors
California
$773K +$226K +5,493 +41%
Jane Street
17
Jane Street
New York
$465K -$1.66M -40,382 -78%
CPWM
18
Cardinal Point Wealth Management
California
$406K +$407K +9,900 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$388K -$32.4K -788 -8%
CI
20
CX Institutional
Indiana
$381K -$6.25K -152 -2%
AP
21
Advisors Preferred
Maryland
$338K -$165K -4,021 -33%
MC
22
Moors & Cabot
Massachusetts
$311K +$79K +1,920 +34%
Osaic Holdings
23
Osaic Holdings
Arizona
$288K -$25.2K -613 -8%
CW
24
CreativeOne Wealth
Kansas
$281K +$14.7K +356 +5%
CBFP
25
Cedar Brook Financial Partners
Ohio
$236K

WTMF Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q3 2021, worth a combined $117M — up 8.5% from $108M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTMF positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.75M. The largest seller was Jane Street, cutting an estimated $1.66M.

  • 39 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q3 2021, up from 38 in Q2 2021.
  • Funds reported $117M of WisdomTree Managed Futures Strategy Fund stock for Q3 2021, up 8.5% quarter-over-quarter.
  • 5 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q3 2021 was Morgan Stanley, an estimated $5.75M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q3 2021 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2021.