Advisory Services Network’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-240	Closed	-$10K	–	3238
2021 Q2	$10K	Buy	+240	New	+$9.74K	﹤0.01%	2810
2021 Q1	–	Sell	-240	Closed	-$9K	–	2961
2020 Q4	$9K	Hold	240	–	–	﹤0.01%	2510
2020 Q3	$8K	Buy	+240	New	+$8.43K	﹤0.01%	2585
2020 Q2	–	Sell	-774	Closed	-$28K	–	2753
2020 Q1	$28K	Hold	774	–	–	﹤0.01%	1682
2019 Q4	$29K	Hold	774	–	–	﹤0.01%	1824
2019 Q3	$29K	Hold	774	–	–	﹤0.01%	1628
2019 Q2	$29K	Buy	774 +54	+8%	+$2.09K	﹤0.01%	1626
2019 Q1	$28K	Hold	720	–	–	﹤0.01%	1479
2018 Q4	$28K	Hold	720	–	–	﹤0.01%	1367
2018 Q3	$29K	Hold	720	–	–	﹤0.01%	1451
2018 Q2	$29K	Hold	720	–	–	﹤0.01%	1416
2018 Q1	$28K	Sell	720 -55	-7%	-$2.19K	﹤0.01%	1525
2017 Q4	$31K	Sell	775 -57	-7%	-$2.24K	﹤0.01%	1464
2017 Q3	$32K	Hold	832	–	–	﹤0.01%	1259
2017 Q2	$32K	Sell	832 -20	-2%	-$793	﹤0.01%	1195
2017 Q1	$34K	Buy	+852	New	+$34.3K	﹤0.01%	1102
2016 Q3	$30K	Hold	720	–	–	0.01%	1025
2016 Q2	$31K	Hold	720	–	–	0.01%	917
2016 Q1	$30K	Hold	720	–	–	0.01%	814
2015 Q4	$30K	Hold	720	–	–	0.01%	714
2015 Q3	$30K	Sell	720 -100	-12%	-$4.14K	0.01%	651
2015 Q2	$35K	Hold	820	–	–	0.01%	591
2015 Q1	$36K	Hold	820	–	–	0.01%	574
2014 Q4	$36K	Buy	+820	New	+$35.7K	0.01%	481
2014 Q1	–	Sell	-820	Closed	-$34K	–	816
2013 Q4	$34K	Buy	+820	New	+$33.9K	0.02%	370

Other funds holding WTMF

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Advisory Services Network's WTMF Position: Q3 2021 in Review

Advisory Services Network sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2021, closing a stake of 240 shares — an estimated $10K sold.

Advisory Services Network first reported a position in WTMF in Q4 2013 and held it in 25 quarters. The position peaked at $36K in Q1 2015. 39 funds tracked by Wall St. Rank hold WTMF as of Q3 2021.

Advisory Services Network reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 240 WisdomTree Managed Futures Strategy Fund shares in Q3 2021, an estimated $10K.
Advisory Services Network first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2013 and held it in 25 quarters.
Advisory Services Network's WisdomTree Managed Futures Strategy Fund position peaked at $36K in Q1 2015.
39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.