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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GC
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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.