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Beaird Harris Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Beaird Harris Wealth 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
2024
Q2 		– Sell
-76
Closed -$2.85K – 798
2024
Q1 		$2.85K Buy
+76
New +$2.73K ﹤0.01% 435

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Beaird Harris Wealth Management's WTMF Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2024, closing a stake of 76 shares — an estimated $2.85K sold.

Beaird Harris Wealth Management first reported a position in WTMF in Q1 2024 and held it in 1 quarter. The position peaked at $2.85K in Q1 2024. 50 funds tracked by Wall St. Rank hold WTMF as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 76 WisdomTree Managed Futures Strategy Fund shares in Q2 2024, an estimated $2.85K.
  • Beaird Harris Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.85K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.