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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

46 hedge funds and large institutions have $132M invested in WisdomTree Managed Futures Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTB
1
Washington Trust Bank
Washington
$20M
2
SWA
2
Stratos Wealth Advisors
Ohio
$4.34M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.85M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.5M
5
ODG
5
O'Dell Group
Ohio
$4.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.35M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$229K
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$2.03M
4
AP
4
Advisors Preferred
Maryland
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.5M +$716K +20,190 +1%
WTB
2
Washington Trust Bank
Washington
$20M +$20M +563,251 New
CWM
3
Comprehensive Wealth Management
Washington
$17.2M +$576K +16,260 +3%
EA
4
Efficient Advisors
Ohio
$6.09M +$565K +15,956 +10%
CIM
5
Cambria Investment Management
California
$4.65M -$97.9K -2,763 -2%
SWA
6
Stratos Wealth Advisors
Ohio
$4.34M +$4.34M +122,377 New
ODG
7
O'Dell Group
Ohio
$4.3M +$659K +18,595 +18%
EH
8
Equitable Holdings
New York
$3.25M +$216K +6,090 +7%
Betterment LLC
9
Betterment LLC
New York
$3.24M -$95.5K -2,694 -3%
CA
10
CoreCap Advisors
Michigan
$2.73M +$2.73M +76,889 New
USCWA
11
U.S. Capital Wealth Advisors
Texas
$2.03M -$385K -10,867 -16%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.85M +$1.85M +52,193 New
PWM
13
Perigon Wealth Management
California
$1.61M +$212K +5,984 +15%
EAM
14
Empirical Asset Management
Massachusetts
$1.51M +$1.51M +42,561 New
Wells Fargo
15
Wells Fargo
California
$1.35M -$3.66M -103,217 -73%
CAN
16
Cetera Advisor Networks
California
$1.12M +$412K +11,630 +58%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$877K +$102K +2,889 +13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$859K +$125K +3,530 +17%
CW
19
CreativeOne Wealth
Kansas
$678K +$435K +12,264 +179%
FA
20
Fermata Advisors
California
$610K -$58.1K -1,639 -9%
LPL Financial
21
LPL Financial
California
$562K -$219K -6,176 -28%
T
22
TRUADVICE
Florida
$508K +$508K +14,703 New
CPWMP
23
Cardinal Point Wealth Management Partners
California
$478K +$478K +13,500 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$423K +$87.7K +2,475 +26%
Jane Street
25
Jane Street
New York
$390K -$11.4K -322 -3%
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