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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

44 hedge funds and large institutions have $105M invested in WisdomTree Managed Futures Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.37M
2
Jane Street
2
Jane Street
New York
$4M
3
CPWMP
3
Cardinal Point Wealth Management Partners
California
$4.02M
4
Wells Fargo
4
Wells Fargo
California
$3.57M
5
WTB
5
Washington Trust Bank
Washington
$1.26M

Top Sellers

1
PWM
1
Perigon Wealth Management
California
$0
2
ULWM
2
Upper Left Wealth Management
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$43.9M
4
FA
4
Fermata Advisors
California
$253K
5
FIM
5
Freedom Investment Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.9M -$924K -29,305 -2%
LPL Financial
2
LPL Financial
California
$4.37M +$3.77M +119,594 +625%
EA
3
Efficient Advisors
Ohio
$4.28M +$244K +7,751 +6%
ODG
4
O'Dell Group
Ohio
$4.22M +$50.8K +1,610 +1%
CPWMP
5
Cardinal Point Wealth Management Partners
California
$4.02M +$3.12M +98,942 +346%
CPCM
6
Cardinal Point Capital Management
Ontario, Canada
$4.02M +$4.02M +127,532 New
Jane Street
7
Jane Street
New York
$4M +$3.51M +111,194 +704%
FWA
8
FOCUS Wealth Advisors
Texas
$3.83M -$5.87K -186 -0.2%
Wells Fargo
9
Wells Fargo
California
$3.57M +$1.33M +42,305 +60%
Betterment LLC
10
Betterment LLC
New York
$2.97M -$91.7K -2,906 -3%
CIM
11
Cambria Investment Management
California
$2.91M +$112K +3,541 +4%
EH
12
Equitable Holdings
New York
$2.91M +$113K +3,570 +4%
CI
13
CX Institutional
Indiana
$2.66M -$182K -5,770 -6%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.36M +$735K +23,311 +45%
EAM
15
Empirical Asset Management
Massachusetts
$1.8M -$60.1K -1,907 -3%
CAN
16
Cetera Advisor Networks
California
$1.48M +$72.8K +2,307 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.39M +$220K +6,975 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.38M +$157K +4,982 +13%
WTB
19
Washington Trust Bank
Washington
$1.26M +$1.04M +33,031 +475%
TPWM
20
Twelve Points Wealth Management
Massachusetts
$1M +$29.3K +929 +3%
KIA
21
KLR Investment Advisors
Rhode Island
$967K +$967K +30,674 New
CW
22
CreativeOne Wealth
Kansas
$908K +$337K +10,673 +59%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$835K +$40.4K +1,281 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$605K +$16.6K +527 +3%
CFG
25
Cooper Financial Group
California
$589K +$129K +4,087 +28%
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