Advisor Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Advisor Group’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
2019 Q4	$28K	Buy	735 +290	+65%	+$10.9K	﹤0.01%	3780
2019 Q3	$17K	Hold	445	–	–	﹤0.01%	4074
2019 Q2	$17K	Sell	445 -130	-23%	-$5.04K	﹤0.01%	4079
2019 Q1	$22K	Hold	575	–	–	﹤0.01%	3941
2018 Q4	$22K	Sell	575 -90	-14%	-$3.62K	﹤0.01%	3751
2018 Q3	$28K	Sell	665 -56	-8%	-$2.25K	﹤0.01%	3683
2018 Q2	$28K	Sell	721 -126	-15%	-$5.02K	﹤0.01%	3511
2018 Q1	$33K	Sell	847 -1,040	-55%	-$41.5K	﹤0.01%	3368
2017 Q4	$76K	Sell	1,887 -56	-3%	-$2.2K	﹤0.01%	2786
2017 Q3	$75K	Sell	1,943 -923	-32%	-$35.8K	﹤0.01%	2646
2017 Q2	$112K	Buy	2,866 +1,047	+58%	+$41.5K	﹤0.01%	2220
2017 Q1	$72K	Sell	1,819 -325	-15%	-$13.1K	﹤0.01%	2414
2016 Q4	$90K	Buy	2,144 +763	+55%	+$31.7K	﹤0.01%	2143
2016 Q3	$58K	Sell	1,381 -206	-13%	-$8.6K	﹤0.01%	2415
2016 Q2	$65K	Buy	+1,587	New	+$67.4K	﹤0.01%	2227

Other funds holding WTMF

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Advisor Group's WTMF Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 65% in Q4 2019, buying an estimated $10.9K and bringing the position to 735 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

Advisor Group first reported a position in WTMF in Q2 2016 and has held it in 15 quarters since. The position peaked at $112K in Q2 2017. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

Advisor Group held 735 shares of WisdomTree Managed Futures Strategy Fund worth $28K as of Q4 2019.
Advisor Group bought 290 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $10.9K.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3780 holding.
Advisor Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Managed Futures Strategy Fund position peaked at $112K in Q2 2017.
48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.