Accuvest Global Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Accuvest Global Advisors’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 Q3	–	Sell	-14,752	Closed	-$627K	–	72
2016 Q2	$627K	Hold	14,752	–	–	0.38%	34
2016 Q1	$618K	Buy	14,752 +25	+0.2%	+$1.05K	0.3%	36
2015 Q4	$615K	Hold	14,727	–	–	0.27%	43
2015 Q3	$610K	Buy	14,727 +2,065	+16%	+$85.5K	0.28%	37
2015 Q2	$541K	Buy	12,662 +70	+0.6%	+$3.06K	0.2%	54
2015 Q1	$558K	Sell	12,592 -13,632	-52%	-$597K	0.22%	51
2014 Q4	$1.14M	Buy	26,224 +15,647	+148%	+$681K	0.24%	52
2014 Q3	$461K	Buy	10,577 +4,270	+68%	+$181K	0.15%	49
2014 Q2	$263K	Buy	6,307 +20	+0.3%	+$824	0.08%	65
2014 Q1	$258K	Sell	6,287 -5,350	-46%	-$219K	0.07%	59
2013 Q4	$483K	Sell	11,637 -18,318	-61%	-$757K	0.11%	51
2013 Q3	$1.24M	Buy	29,955 +22,825	+320%	+$960K	0.31%	38
2013 Q2	$299K	Buy	+7,130	New	+$294K	0.07%	55

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Accuvest Global Advisors's WTMF Position: Q3 2016 in Review

Accuvest Global Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2016, closing a stake of 14,752 shares — an estimated $627K sold.

Accuvest Global Advisors first reported a position in WTMF in Q2 2013 and held it in 13 quarters. The position peaked at $1.24M in Q3 2013. 39 funds tracked by Wall St. Rank hold WTMF as of Q3 2016.

Accuvest Global Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2016 after selling out during the quarter.
Accuvest Global Advisors sold 14,752 WisdomTree Managed Futures Strategy Fund shares in Q3 2016, an estimated $627K.
Accuvest Global Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and held it in 13 quarters.
Accuvest Global Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $1.24M in Q3 2013.
39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2016.

Based on Accuvest Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.