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WisdomTree Managed Futures Strategy Fund
WTMF

Overview Fund Activity

42 hedge funds and large institutions have $106M invested in WisdomTree Managed Futures Strategy Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
20
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.41M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.92M
3
LPL Financial
3
LPL Financial
California
$5.48M
4
PAG
4
Private Advisor Group
New Jersey
$710K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.04M

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
EH
2
Equitable Holdings
New York
$0
3
CI
3
CX Institutional
Indiana
$221K
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.5M -$2.17M -64,796 -5%
Jane Street
2
Jane Street
New York
$6.41M +$2.15M +64,164 +51%
LPL Financial
3
LPL Financial
California
$5.48M +$828K +24,662 +18%
CPCM
4
Cardinal Point Capital Management
Ontario, Canada
$4.54M +$259K +7,720 +6%
CPWMP
5
Cardinal Point Wealth Management Partners
California
$4.54M +$259K +7,720 +6%
ODG
6
O'Dell Group
Ohio
$4.53M +$46.4K +1,384 +1%
EA
7
Efficient Advisors
Ohio
$4.3M -$261K -7,789 -6%
Wells Fargo
8
Wells Fargo
California
$3.61M -$189K -5,628 -5%
Betterment LLC
9
Betterment LLC
New York
$3.32M +$161K +4,802 +5%
CIM
10
Cambria Investment Management
California
$3.23M +$131K +3,913 +4%
EAM
11
Empirical Asset Management
Massachusetts
$2.42M +$500K +14,886 +26%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.92M +$1.92M +57,000 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.86M -$644K -19,197 -26%
CAN
14
Cetera Advisor Networks
California
$1.65M +$73.4K +2,188 +5%
WTB
15
Washington Trust Bank
Washington
$1.61M +$269K +8,014 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.56M +$97K +2,889 +7%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.32M +$251K +7,470 +23%
KIA
18
KLR Investment Advisors
Rhode Island
$1.1M +$66K +1,966 +6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.04M +$598K +17,831 +137%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$889K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$888K -$593K -17,678 -40%
PAG
22
Private Advisor Group
New Jersey
$710K +$710K +21,158 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$661K +$17.5K +523 +3%
MLA
24
My Legacy Advisors
Oregon
$648K +$254K +7,628 +64%
CW
25
CreativeOne Wealth
Kansas
$644K -$323K -9,607 -33%
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