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

Beacon Pointe 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	$350K	Sell	9,543 -1,648	-15%	-$61.9K	0.06%	196
2019 Q3	$427K	Sell	11,191 -116	-1%	-$4.45K	0.09%	171
2019 Q2	$426K	Sell	11,307 -1,454	-11%	-$56.4K	0.09%	176
2019 Q1	$493K	Sell	12,761 -933	-7%	-$36.1K	0.11%	154
2018 Q4	$527K	Buy	+13,694	New	+$551K	0.19%	126

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

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

Beacon Pointe Wealth Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 15% in Q4 2019, selling an estimated $61.9K and leaving 9,543 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #196.

Beacon Pointe Wealth Advisors first reported a position in WTMF in Q4 2018 and has held it in 5 quarters since. The position peaked at $527K in Q4 2018. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

Beacon Pointe Wealth Advisors held 9,543 shares of WisdomTree Managed Futures Strategy Fund worth $350K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,648 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $61.9K.
WisdomTree Managed Futures Strategy Fund made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #196 holding.
Beacon Pointe Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $527K in Q4 2018.
48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.