WisdomTree Managed Futures Strategy Fund
WTMF
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.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
18% more funds holding
Funds holding: 39 → 46 (+7)
12% more capital invested
Capital invested by funds: $117M → $132M (+$14.6M)
4.14% more ownership
Funds ownership: 79.4% → 83.55% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$20.4M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.89M |
| 4 |
Morgan Stanley
New York
|
+$732K |
| 5 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$674K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.74M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$635K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$394K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$338K |
| 5 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$236K |
WTMF Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q4 2021, worth a combined $132M — up 12% from $117M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WTMF positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Washington Trust Bank, opening a new position worth an estimated $20.4M. The largest seller was Wells Fargo, cutting an estimated $3.74M.
- 46 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $132M of WisdomTree Managed Futures Strategy Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 13 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q4 2021 and 4 closed out, a net change of +9 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q4 2021 was Washington Trust Bank, an estimated $20.4M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q4 2021 was Wells Fargo, an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2021.