Axa
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Axa’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Axa’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
-56,710
Closed -$2.16M – 1336
2019
Q3 		$2.16M Buy
56,710
+350
+0.6% +$13.4K 0.01% 853
2019
Q2 		$2.13M Buy
56,360
+1,550
+3% +$60.1K 0.01% 842
2019
Q1 		$2.13M Buy
54,810
+1,450
+3% +$56.1K 0.01% 842
2018
Q4 		$2.07M Sell
53,360
-900
-2% -$36.2K 0.01% 818
2018
Q3 		$2.21M Hold
54,260
– – 0.01% 856
2018
Q2 		$2.16M Buy
54,260
+2,110
+4% +$84K 0.01% 828
2018
Q1 		$2.06M Buy
52,150
+900
+2% +$35.9K 0.01% 852
2017
Q4 		$2.05M Buy
51,250
+12,490
+32% +$491K 0.01% 853
2017
Q3 		$1.5M Buy
38,760
+1,060
+3% +$41.1K 0.01% 870
2017
Q2 		$1.47M Buy
37,700
+40
+0.1% +$1.59K 0.01% 847
2017
Q1 		$1.5M Buy
37,660
+3,790
+11% +$153K 0.01% 840
2016
Q4 		$1.4M Buy
33,870
+3,930
+13% +$163K 0.01% 831
2016
Q3 		$1.26M Buy
29,940
+2,630
+10% +$110K 0.01% 853
2016
Q2 		$1.16M Buy
27,310
+3,100
+13% +$132K 0.01% 845
2016
Q1 		$1.01M Buy
24,210
+1,050
+5% +$44.2K ﹤0.01% 867
2015
Q4 		$968K Buy
23,160
+21,610
+1,394% +$899K ﹤0.01% 916
2015
Q3 		$64K Hold
1,550
– – ﹤0.01% 1339
2015
Q2 		$66K Buy
1,550
+310
+25% +$13.6K ﹤0.01% 1316
2015
Q1 		$55K Sell
1,240
-760
-38% -$33.3K ﹤0.01% 1359
2014
Q4 		$87K Sell
2,000
-1,000
-33% -$43.5K ﹤0.01% 1329
2014
Q3 		$131K Sell
3,000
-2,080
-41% -$88.1K ﹤0.01% 1274
2014
Q2 		$212K Buy
5,080
+540
+12% +$22.2K ﹤0.01% 1224
2014
Q1 		$186K Buy
4,540
+1,460
+47% +$59.8K ﹤0.01% 1234
2013
Q4 		$128K Buy
+3,080
New +$127K ﹤0.01% 1260

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
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
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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Axa's WTMF Position: Q4 2019 in Review

Axa sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 56,710 shares — an estimated $2.16M sold.

Axa first reported a position in WTMF in Q4 2013 and held it in 24 quarters. The position peaked at $2.21M in Q3 2018. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

  • Axa reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Axa sold 56,710 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $2.16M.
  • Axa first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2013 and held it in 24 quarters.
  • Axa's WisdomTree Managed Futures Strategy Fund position peaked at $2.21M in Q3 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.