Archer Investment Corporation’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Archer Investment Corporation’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
2024 Q1	–	Sell	-8	Closed	-$281	–	1113
2023 Q4	$281	Hold	8	–	–	﹤0.01%	1022
2023 Q3	$282	Buy	+8	New	+$281	﹤0.01%	988
2022 Q1	–	Sell	-100	Closed	-$3.54K	–	864
2021 Q4	$3.54K	Hold	100	–	–	﹤0.01%	640
2021 Q3	$4.1K	Hold	100	–	–	﹤0.01%	603
2021 Q2	$4.14K	Hold	100	–	–	﹤0.01%	505
2021 Q1	$3.9K	Hold	100	–	–	﹤0.01%	630
2020 Q4	$3.71K	Hold	100	–	–	﹤0.01%	592
2020 Q3	$3.5K	Hold	100	–	–	﹤0.01%	534
2020 Q2	$3.5K	Hold	100	–	–	﹤0.01%	524
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	504
2019 Q4	$4K	Buy	+100	New	+$3.75K	﹤0.01%	523
2019 Q3	–	Sell	-100	Closed	-$4K	–	551
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	406
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	407
2018 Q4	$4K	Buy	+100	New	+$4.02K	﹤0.01%	377

Other funds holding WTMF

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

CIM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Archer Investment Corporation's WTMF Position: Q1 2024 in Review

Archer Investment Corporation sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2024, closing a stake of 8 shares — an estimated $281 sold.

Archer Investment Corporation first reported a position in WTMF in Q4 2018 and held it in 14 quarters. The position peaked at $4.14K in Q2 2021. 58 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

Archer Investment Corporation reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2024 after selling out during the quarter.
Archer Investment Corporation sold 8 WisdomTree Managed Futures Strategy Fund shares in Q1 2024, an estimated $281.
Archer Investment Corporation first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and held it in 14 quarters.
Archer Investment Corporation's WisdomTree Managed Futures Strategy Fund position peaked at $4.14K in Q2 2021.
58 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.