WisdomTree Managed Futures Strategy Fund
WTMF
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.
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
4.92% more ownership
Funds ownership: 78.51% → 83.43% (+4.9%)
1% more capital invested
Capital invested by funds: $105M → $106M (+$1.25M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
5% less funds holding
Funds holding: 44 → 42 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.08M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.85M |
| 3 |
LPL Financial
San Diego,
California
|
+$801K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$687K |
| 5 |
JP Morgan Chase
New York
|
+$579K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
-$3.83M |
| 2 |
EH
Equitable Holdings
New York
|
-$2.91M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.52M |
| 4 |
Morgan Stanley
New York
|
-$2.1M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$623K |
WTMF Hedge Fund Activity: Q1 2023 in Review
42 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2023, worth a combined $106M — up 1.2% from $105M a quarter earlier.
Fund positioning in WTMF was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was FOCUS Wealth Advisors, exiting entirely with an estimated $3.83M sold.
- 42 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2023, down from 44 in Q4 2022.
- Funds reported $106M of WisdomTree Managed Futures Strategy Fund stock for Q1 2023, up 1.2% quarter-over-quarter.
- 6 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2023 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2023 was Jane Street, an estimated $2.08M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2023 was FOCUS Wealth Advisors, an estimated $3.83M sold.
Based on aggregated 13F filings for Q1 2023.