Asset Planning Services (Pennsylvania)’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-489	Closed	-$19K	–	261
2019 Q3	$19K	Hold	489	–	–	0.01%	170
2019 Q2	$18K	Hold	489	–	–	0.01%	169
2019 Q1	$19K	Hold	489	–	–	0.01%	169
2018 Q4	$19K	Buy	489 +17	+4%	+$684	0.01%	170
2018 Q3	$19K	Hold	472	–	–	0.01%	174
2018 Q2	$19K	Hold	472	–	–	0.01%	169
2018 Q1	$19K	Hold	472	–	–	0.01%	175
2017 Q4	$19K	Sell	472 -313	-40%	-$12.3K	0.01%	178
2017 Q3	$30K	Hold	785	–	–	0.02%	172
2017 Q2	$31K	Hold	785	–	–	0.02%	161
2017 Q1	$31K	Sell	785 -247	-24%	-$9.96K	0.02%	167
2016 Q4	$43K	Hold	1,032	–	–	0.03%	140
2016 Q3	$43K	Sell	1,032 -37	-3%	-$1.54K	0.04%	132
2016 Q2	$45K	Hold	1,069	–	–	0.04%	141
2016 Q1	$45K	Hold	1,069	–	–	0.04%	142
2015 Q4	$45K	Sell	1,069 -312	-23%	-$13K	0.04%	110
2015 Q3	$57K	Sell	1,381 -475	-26%	-$19.7K	0.06%	95
2015 Q2	$79K	Buy	+1,856	New	+$81.2K	0.08%	88

Other funds holding WTMF

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

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

ODG

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s WTMF Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 489 shares — an estimated $19K sold.

Asset Planning Services (Pennsylvania) first reported a position in WTMF in Q2 2015 and held it in 18 quarters. The position peaked at $79K in Q2 2015. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 489 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $19K.
Asset Planning Services (Pennsylvania) first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s WisdomTree Managed Futures Strategy Fund position peaked at $79K in Q2 2015.
48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.