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

American Portfolios 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
2019 Q3	–	Sell	-1,369	Closed	-$51.7K	–	2904
2019 Q2	$51.7K	Hold	1,369	–	–	﹤0.01%	1254
2019 Q1	$53.2K	Hold	1,369	–	–	0.01%	1169
2018 Q4	$53.1K	Hold	1,369	–	–	0.01%	983
2018 Q3	$55.8K	Buy	+1,369	New	+$55.1K	0.01%	1058

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

ODG

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

American Portfolios Advisors's WTMF Position: Q3 2019 in Review

American Portfolios Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2019, closing a stake of 1,369 shares — an estimated $51.7K sold.

American Portfolios Advisors first reported a position in WTMF in Q3 2018 and held it in 4 quarters. The position peaked at $55.8K in Q3 2018. 53 funds tracked by Wall St. Rank hold WTMF as of Q3 2019.

American Portfolios Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 1,369 WisdomTree Managed Futures Strategy Fund shares in Q3 2019, an estimated $51.7K.
American Portfolios Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2018 and held it in 4 quarters.
American Portfolios Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $55.8K in Q3 2018.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.