Aviance Capital Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Aviance Capital Management’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 Q1	$844K	Sell	21,705 -951	-4%	-$36.8K	0.13%	111
2018 Q4	$878K	Sell	22,656 -3,324	-13%	-$134K	0.12%	99
2018 Q3	$1.06M	Sell	25,980 -3,284	-11%	-$132K	0.1%	98
2018 Q2	$1.17M	Sell	29,264 -3,856	-12%	-$154K	0.1%	108
2018 Q1	$1.31M	Sell	33,120 -2,934	-8%	-$117K	0.1%	110
2017 Q4	$1.44M	Sell	36,054 -10,834	-23%	-$426K	0.1%	101
2017 Q3	$1.82M	Sell	46,888 -5,220	-10%	-$202K	0.13%	96
2017 Q2	$2.03M	Sell	52,108 -10,661	-17%	-$423K	0.13%	96
2017 Q1	$2.5M	Sell	62,769 -7,378	-11%	-$297K	0.14%	91
2016 Q4	$2.91M	Sell	70,147 -8,319	-11%	-$346K	0.15%	86
2016 Q3	$3.3M	Sell	78,466 -14,699	-16%	-$614K	0.09%	128
2016 Q2	$3.96M	Buy	93,165 +1,115	+1%	+$47.4K	0.12%	111
2016 Q1	$3.85M	Buy	92,050 +3,752	+4%	+$158K	0.13%	108
2015 Q4	$3.69M	Buy	88,298 +18,728	+27%	+$780K	0.12%	111
2015 Q3	$2.88M	Buy	+69,570	New	+$2.88M	0.1%	113

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CIM

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

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

ODG

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

CAG

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

Aviance Capital Management's WTMF Position: Q1 2019 in Review

Aviance Capital Management reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4.2% in Q1 2019, selling an estimated $36.8K and leaving 21,705 shares worth $844K. The position accounts for 0.13% of the portfolio, ranked #111.

Aviance Capital Management first reported a position in WTMF in Q3 2015 and has held it in 15 quarters since. The position peaked at $3.96M in Q2 2016. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

Aviance Capital Management held 21,705 shares of WisdomTree Managed Futures Strategy Fund worth $844K as of Q1 2019.
Aviance Capital Management sold 951 WisdomTree Managed Futures Strategy Fund shares in Q1 2019, an estimated $36.8K.
WisdomTree Managed Futures Strategy Fund made up 0.13% of Aviance Capital Management's portfolio in Q1 2019, its #111 holding.
Aviance Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2015 and has held it in 15 quarters since.
Aviance Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $3.96M in Q2 2016.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.