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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

44 hedge funds and large institutions have $97.4M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
19
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWA
1
FOCUS Wealth Advisors
Texas
$4.19M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.77M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.28M
5
Jane Street
5
Jane Street
New York
$544K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.9M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$0
4
HAS
4
HBW Advisory Services
California
$0
5
CI
5
CX Institutional
Indiana
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.9M -$4.34M -126,139 -8%
ODG
2
O'Dell Group
Ohio
$4.55M +$44.2K +1,285 +1%
EA
3
Efficient Advisors
Ohio
$4.41M -$34.5K -1,001 -0.8%
FWA
4
FOCUS Wealth Advisors
Texas
$4.19M +$4.19M +121,553 New
Betterment LLC
5
Betterment LLC
New York
$3.41M – – –
CI
6
CX Institutional
Indiana
$3.1M -$1.07M -31,078 -26%
CIM
7
Cambria Investment Management
California
$3.06M -$215K -6,233 -7%
EH
8
Equitable Holdings
New York
$3.06M +$30.6K +890 +1%
Wells Fargo
9
Wells Fargo
California
$2.44M +$509K +14,784 +26%
EAM
10
Empirical Asset Management
Massachusetts
$2.03M +$55.6K +1,615 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.77M +$1.13M +32,832 +177%
CAN
12
Cetera Advisor Networks
California
$1.53M +$44.3K +1,288 +3%
PWM
13
Perigon Wealth Management
California
$1.47M -$22.6K -658 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.33M +$1.03M +30,004 +345%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.28M +$985K +28,590 +333%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.07M +$62.7K +1,820 +6%
ULWM
17
Upper Left Wealth Management
Florida
$1M -$14.8K -431 -1%
CPWMP
18
Cardinal Point Wealth Management Partners
California
$988K -$177K -5,135 -15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$868K – – –
LPL Financial
20
LPL Financial
California
$659K +$136K +3,961 +26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$642K -$209K -6,071 -25%
CW
22
CreativeOne Wealth
Kansas
$624K +$32.6K +946 +6%
FA
23
Fermata Advisors
California
$613K -$44.1K -1,281 -7%
EWM
24
Endowment Wealth Management
Wisconsin
$602K +$10.5K +304 +2%
5L
25
55I LLC
Massachusetts
$546K +$160K +4,659 +42%
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