3D Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

3D Asset Management’s Portfolio WTMF Stock Details WTMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-7,647	Closed	-$322K	–	54
2016 Q3	$322K	Sell	7,647 -315	-4%	-$13.2K	0.09%	49
2016 Q2	$338K	Buy	7,962 +51	+0.6%	+$2.17K	0.09%	45
2016 Q1	$331K	Sell	7,911 -523	-6%	-$22K	0.09%	44
2015 Q4	$352K	Sell	8,434 -591	-7%	-$24.6K	0.11%	39
2015 Q3	$374K	Sell	9,025 -59	-0.6%	-$2.44K	0.11%	39
2015 Q2	$388K	Buy	9,084 +151	+2%	+$6.6K	0.12%	38
2015 Q1	$396K	Buy	8,933 +768	+9%	+$33.7K	0.12%	37
2014 Q4	$356K	Sell	8,165 -24	-0.3%	-$1.04K	0.11%	37
2014 Q3	$357K	Sell	8,189 -4,526	-36%	-$192K	0.11%	39
2014 Q2	$531K	Sell	12,715 -311	-2%	-$12.8K	0.15%	31
2014 Q1	$535K	Sell	13,026 -285	-2%	-$11.7K	0.16%	31
2013 Q4	$552K	Sell	13,311 -98	-0.7%	-$4.05K	0.17%	31
2013 Q3	$556K	Sell	13,409 -803	-6%	-$33.8K	0.18%	32
2013 Q2	$595K	Buy	+14,212	New	+$585K	0.2%	28

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

3D Asset Management's WTMF Position: Q4 2016 in Review

3D Asset Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2016, closing a stake of 7,647 shares — an estimated $322K sold.

3D Asset Management first reported a position in WTMF in Q2 2013 and held it in 14 quarters. The position peaked at $595K in Q2 2013. 42 funds tracked by Wall St. Rank hold WTMF as of Q4 2016.

3D Asset Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2016 after selling out during the quarter.
3D Asset Management sold 7,647 WisdomTree Managed Futures Strategy Fund shares in Q4 2016, an estimated $322K.
3D Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and held it in 14 quarters.
3D Asset Management's WisdomTree Managed Futures Strategy Fund position peaked at $595K in Q2 2013.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2016.

Based on 3D Asset Management's 13F filing for Q4 2016, filed 30 Jan 2017.