WTMF icon

WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

49 hedge funds and large institutions have $105M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
16
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$3.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.3M
3
Wells Fargo
3
Wells Fargo
California
$1.97M
4
HAS
4
HBW Advisory Services
California
$1.32M
5
5L
5
55I LLC
Massachusetts
$394K

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
WTB
2
Washington Trust Bank
Washington
$929K
3
CIM
3
Cambria Investment Management
California
$3.34M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$337K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.3M +$2.29M +65,277 +4%
ODG
2
O'Dell Group
Ohio
$4.59M +$165K +4,713 +4%
EA
3
Efficient Advisors
Ohio
$4.53M -$605K -17,244 -12%
CI
4
CX Institutional
Indiana
$4.25M -$42.2K -1,202 -1%
Betterment LLC
5
Betterment LLC
New York
$3.41M -$133K -3,778 -4%
CIM
6
Cambria Investment Management
California
$3.34M -$1.75M -49,841 -34%
EH
7
Equitable Holdings
New York
$3.09M -$83.9K -2,390 -3%
QAM
8
Q3 Asset Management
Michigan
$3.06M +$3.06M +87,126 New
EAM
9
Empirical Asset Management
Massachusetts
$2.02M +$269K +7,667 +15%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$2.01M – – –
Wells Fargo
11
Wells Fargo
California
$1.97M +$1.34M +38,243 +213%
PWM
12
Perigon Wealth Management
California
$1.53M -$176K -5,009 -10%
CAN
13
Cetera Advisor Networks
California
$1.52M +$128K +3,657 +9%
HAS
14
HBW Advisory Services
California
$1.32M +$1.32M +37,645 New
CPWMP
15
Cardinal Point Wealth Management Partners
California
$1.18M +$65.8K +1,875 +6%
ULWM
16
Upper Left Wealth Management
Florida
$1.04M +$54.8K +1,560 +6%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.02M +$270K +7,699 +36%
WTB
18
Washington Trust Bank
Washington
$929K -$2.14M -60,881 -70%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$885K -$283K -8,061 -24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$868K -$43.7K -1,244 -5%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$674K +$193K +5,490 +40%
FA
22
Fermata Advisors
California
$670K +$76K +2,164 +13%
MML Investors Services
23
MML Investors Services
Massachusetts
$650K +$101K +2,887 +18%
CW
24
CreativeOne Wealth
Kansas
$603K -$118K -3,358 -16%
EWM
25
Endowment Wealth Management
Wisconsin
$603K +$53.7K +1,530 +10%
1
2 3