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55I LLC’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

55I LLC’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
2022
Q3 		$546K Buy
15,870
+4,659
+42% +$162K 0.02% 358
2022
Q2 		$394K Buy
+11,211
New +$401K 0.01% 392

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

55I LLC's WTMF Position: Q3 2022 in Review

55I LLC increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 42% in Q3 2022, buying an estimated $162K and bringing the position to 15,870 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #358.

55I LLC first reported a position in WTMF in Q2 2022 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

  • 55I LLC held 15,870 shares of WisdomTree Managed Futures Strategy Fund worth $546K as of Q3 2022.
  • 55I LLC bought 4,659 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $162K.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of 55I LLC's portfolio in Q3 2022, its #358 holding.
  • 55I LLC first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2022 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.