WisdomTree Managed Futures Strategy Fund
WTMF
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.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 46 → 46 (0)
8.12% less ownership
Funds ownership: 83.55% → 75.42% (-8.1%)
17% less capital invested
Capital invested by funds: $132M → $110M (-$21.9M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$4.01M |
| 2 |
Morgan Stanley
New York
|
+$3.97M |
| 3 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
+$993K |
| 4 |
Jane Street
New York
|
+$665K |
| 5 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$648K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$17.2M |
| 2 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$16.8M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$1.85M |
| 4 |
EA
Efficient Advisors
Mason,
Ohio
|
-$902K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$709K |
WTMF Hedge Fund Activity: Q1 2022 in Review
46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2022, worth a combined $110M — down 17% from $132M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WTMF positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 11 trimmed.
The largest buyer was CX Institutional, adding an estimated $4.01M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $17.2M sold.
- 46 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $110M of WisdomTree Managed Futures Strategy Fund stock for Q1 2022, down 17% quarter-over-quarter.
- 8 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2022 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2022 was CX Institutional, an estimated $4.01M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2022 was Comprehensive Wealth Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2022.