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Bison Wealth’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Bison Wealth’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
2020
Q2 		– Sell
-91
Closed -$3K – 374
2020
Q1 		$3K Buy
+91
New +$3.29K ﹤0.01% 319

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bison Wealth's WTMF Position: Q2 2020 in Review

Bison Wealth sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2020, closing a stake of 91 shares — an estimated $3K sold.

Bison Wealth first reported a position in WTMF in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 37 funds tracked by Wall St. Rank hold WTMF as of Q2 2020.

  • Bison Wealth reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Bison Wealth sold 91 WisdomTree Managed Futures Strategy Fund shares in Q2 2020, an estimated $3K.
  • Bison Wealth first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Bison Wealth's WisdomTree Managed Futures Strategy Fund position peaked at $3K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2020.

Based on Bison Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.