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Beacon Harbor Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Beacon Harbor Wealth 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
Q4 		– Sell
-7,685
Closed -$290K – 61
2019
Q3 		$290K Buy
+7,685
New +$295K 0.19% 51

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

Beacon Harbor Wealth Advisors's WTMF Position: Q4 2019 in Review

Beacon Harbor Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 7,685 shares — an estimated $290K sold.

Beacon Harbor Wealth Advisors first reported a position in WTMF in Q3 2019 and held it in 1 quarter. The position peaked at $290K in Q3 2019. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

  • Beacon Harbor Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 7,685 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $290K.
  • Beacon Harbor Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $290K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.