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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

46 hedge funds and large institutions have $110M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
CX Institutional
Indiana
$4.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.3M
3
ULWM
3
Upper Left Wealth Management
Florida
$1.01M
4
Jane Street
4
Jane Street
New York
$1.07M
5
CPWMP
5
Cardinal Point Wealth Management Partners
California
$1.15M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
WTB
2
Washington Trust Bank
Washington
$3.14M
3
CA
3
CoreCap Advisors
Michigan
$886K
4
EA
4
Efficient Advisors
Ohio
$5.26M
5
Wells Fargo
5
Wells Fargo
California
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.3M 1,481,236 +112,292 +8%
EA
2
Efficient Advisors
Ohio
$5.26M 146,324 -25,521 -15%
CIM
3
Cambria Investment Management
California
$5.21M 144,898 +13,784 +11%
ODG
4
O'Dell Group
Ohio
$4.54M 126,130 +4,840 +4%
CI
5
CX Institutional
Indiana
$4.4M 122,313 +113,380 +1,269%
SWA
6
Stratos Wealth Advisors
Ohio
$4.36M 121,329 -1,048 -0.9%
Betterment LLC
7
Betterment LLC
New York
$3.62M 100,783 +9,343 +10%
EH
8
Equitable Holdings
New York
$3.25M 90,300 -1,490 -2%
WTB
9
Washington Trust Bank
Washington
$3.14M 87,355 -475,896 -84%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$2.06M 57,374 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.94M 53,880 +1,687 +3%
EAM
12
Empirical Asset Management
Massachusetts
$1.79M 49,766 +7,205 +17%
PWM
13
Perigon Wealth Management
California
$1.74M 48,467 +2,989 +7%
CAN
14
Cetera Advisor Networks
California
$1.42M 39,617 +8,005 +25%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.2M 33,273 +9,028 +37%
CPWMP
16
Cardinal Point Wealth Management Partners
California
$1.15M 31,850 +18,350 +136%
Jane Street
17
Jane Street
New York
$1.07M 29,829 +18,812 +171%
ULWM
18
Upper Left Wealth Management
Florida
$1.01M 28,096 +28,096 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$934K 25,970 +1,216 +5%
CA
20
CoreCap Advisors
Michigan
$886K 24,639 -52,250 -68%
TPWM
21
Twelve Points Wealth Management
Massachusetts
$770K 21,406 +10,899 +104%
CW
22
CreativeOne Wealth
Kansas
$738K 20,527 +1,397 +7%
Wells Fargo
23
Wells Fargo
California
$645K 17,925 -20,064 -53%
FA
24
Fermata Advisors
California
$608K 16,913 -298 -2%
AP
25
Advisors Preferred
Maryland
$569K 15,847 +15,847 New
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