Bessemer Group
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Bessemer Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Bessemer Group’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
Q4 		– Sell
-4,500
Closed -$160K – 2719
2024
Q3 		$160K Buy
+4,500
New +$161K ﹤0.01% 1168

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bessemer Group's WTMF Position: Q4 2024 in Review

Bessemer Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 4,500 shares — an estimated $160K sold.

Bessemer Group first reported a position in WTMF in Q3 2024 and held it in 1 quarter. The position peaked at $160K in Q3 2024. 73 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Bessemer Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 4,500 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $160K.
  • Bessemer Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Bessemer Group's WisdomTree Managed Futures Strategy Fund position peaked at $160K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.