Almanack Investment Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Almanack Investment Partners’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
2022 Q3	–	Sell	-6,462	Closed	-$227K	–	967
2022 Q2	$227K	Hold	6,462	–	–	0.02%	383
2022 Q1	$232K	Hold	6,462	–	–	0.02%	415
2021 Q4	$229K	Sell	6,462 -17,520	-73%	-$635K	0.02%	442
2021 Q3	$983K	Sell	23,982 -239	-1%	-$9.84K	0.09%	163
2021 Q2	$1M	Buy	24,221 +6,001	+33%	+$244K	0.1%	135
2021 Q1	$710K	Sell	18,220 -5,584	-23%	-$216K	0.07%	176
2020 Q4	$883K	Buy	+23,804	New	+$850K	0.1%	127

Other funds holding WTMF

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

ODG

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

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CIM

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

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

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Almanack Investment Partners's WTMF Position: Q3 2022 in Review

Almanack Investment Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2022, closing a stake of 6,462 shares — an estimated $227K sold.

Almanack Investment Partners first reported a position in WTMF in Q4 2020 and held it in 7 quarters. The position peaked at $1M in Q2 2021. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

Almanack Investment Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 6,462 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $227K.
Almanack Investment Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2020 and held it in 7 quarters.
Almanack Investment Partners's WisdomTree Managed Futures Strategy Fund position peaked at $1M in Q2 2021.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.