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

Advisors Preferred’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
2024 Q3	–	Sell	-11,063	Closed	-$401K	–	263
2024 Q2	$401K	Buy	11,063 +6,408	+138%	+$235K	0.07%	89
2024 Q1	$175K	Buy	4,655 +3,304	+245%	+$119K	0.03%	124
2023 Q4	$47.3K	Buy	+1,351	New	+$46.7K	0.01%	169
2022 Q3	–	Sell	-12,297	Closed	-$432K	–	187
2022 Q2	$432K	Sell	12,297 -3,550	-22%	-$127K	0.11%	86
2022 Q1	$569K	Buy	+15,847	New	+$560K	0.05%	66
2021 Q4	–	Sell	-8,147	Closed	-$338K	–	242
2021 Q3	$338K	Sell	8,147 -4,021	-33%	-$165K	0.05%	120
2021 Q2	$502K	Sell	12,168 -4,337	-26%	-$176K	0.05%	90
2021 Q1	$643K	Sell	16,505 -12,321	-43%	-$477K	0.09%	68
2020 Q4	$1.07M	Buy	+28,826	New	+$1.03M	0.2%	70
2019 Q4	–	Sell	-2,245	Closed	-$85K	–	345
2019 Q3	$85K	Buy	+2,245	New	+$86.1K	0.02%	134
2019 Q1	–	Sell	-1,166	Closed	-$45K	–	248
2018 Q4	$45K	Sell	1,166 -5,646	-83%	-$227K	0.05%	93
2018 Q3	$278K	Buy	+6,812	New	+$274K	0.12%	69
2018 Q1	–	Sell	-942	Closed	-$38K	–	299
2017 Q4	$38K	Buy	+942	New	+$37K	0.02%	150
2016 Q3	–	Sell	-3,379	Closed	-$144K	–	279
2016 Q2	$144K	Buy	+3,379	New	+$144K	0.08%	59
2016 Q1	–	Sell	-1,546	Closed	-$65K	–	281
2015 Q4	$65K	Buy	1,546 +441	+40%	+$18.4K	0.04%	82
2015 Q3	$46K	Buy	+1,105	New	+$45.8K	0.05%	73
2015 Q2	–	Sell	-3,425	Closed	-$152K	–	292
2015 Q1	$152K	Sell	3,425 -839	-20%	-$36.8K	0.08%	87
2014 Q4	$186K	Sell	4,264 -7,763	-65%	-$338K	0.09%	142
2014 Q3	$524K	Buy	12,027 +6,855	+133%	+$290K	0.34%	54
2014 Q2	$216K	Buy	+5,172	New	+$213K	0.11%	66
2014 Q1	–	Sell	-7,147	Closed	-$296K	–	440
2013 Q4	$296K	Buy	+7,147	New	+$295K	0.16%	88

Other funds holding WTMF

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Advisors Preferred's WTMF Position: Q3 2024 in Review

Advisors Preferred sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2024, closing a stake of 11,063 shares — an estimated $401K sold.

Advisors Preferred first reported a position in WTMF in Q4 2013 and held it in 21 quarters. The position peaked at $1.07M in Q4 2020. 64 funds tracked by Wall St. Rank hold WTMF as of Q3 2024.

Advisors Preferred reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 11,063 WisdomTree Managed Futures Strategy Fund shares in Q3 2024, an estimated $401K.
Advisors Preferred first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2013 and held it in 21 quarters.
Advisors Preferred's WisdomTree Managed Futures Strategy Fund position peaked at $1.07M in Q4 2020.
64 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.