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

Allegis Investment 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
Q1 		– Sell
-201
Closed -$8K – 903
2015
Q4 		$8K Buy
+201
New +$8.37K ﹤0.01% 746

Other funds holding WTMF

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Commonwealth Equity Services
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Allegis Investment Advisors's WTMF Position: Q1 2016 in Review

Allegis Investment Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2016, closing a stake of 201 shares — an estimated $8K sold.

Allegis Investment Advisors first reported a position in WTMF in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 39 funds tracked by Wall St. Rank hold WTMF as of Q1 2016.

  • Allegis Investment Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 201 WisdomTree Managed Futures Strategy Fund shares in Q1 2016, an estimated $8K.
  • Allegis Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $8K in Q4 2015.
  • 39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.