Bruderman Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Bruderman Asset 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
2020 Q1	–	Sell	-37,200	Closed	-$1.38M	–	104
2019 Q4	$1.38M	Sell	37,200 -4,426	-11%	-$166K	0.43%	59
2019 Q3	$1.55M	Sell	41,626 -12,643	-23%	-$485K	0.39%	60
2019 Q2	$2.05M	Sell	54,269 -6,336	-10%	-$246K	0.48%	56
2019 Q1	$2.36M	Sell	60,605 -2,697	-4%	-$104K	0.52%	50
2018 Q4	$2.45M	Buy	63,302 +5,638	+10%	+$227K	0.63%	44
2018 Q3	$2.35M	Buy	57,664 +7,730	+15%	+$311K	0.54%	58
2018 Q2	$1.99M	Buy	49,934 +7,495	+18%	+$299K	0.48%	60
2018 Q1	$1.68M	Buy	42,439 +4,910	+13%	+$196K	0.4%	57
2017 Q4	$1.5M	Buy	37,529 +6,379	+20%	+$251K	0.38%	55
2017 Q3	$1.21M	Buy	31,150 +5,685	+22%	+$220K	0.31%	61
2017 Q2	$993K	Buy	+25,465	New	+$1.01M	0.27%	65

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruderman Asset Management's WTMF Position: Q1 2020 in Review

Bruderman Asset Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2020, closing a stake of 37,200 shares — an estimated $1.38M sold.

Bruderman Asset Management first reported a position in WTMF in Q2 2017 and held it in 11 quarters. The position peaked at $2.45M in Q4 2018. 44 funds tracked by Wall St. Rank hold WTMF as of Q1 2020.

Bruderman Asset Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2020 after selling out during the quarter.
Bruderman Asset Management sold 37,200 WisdomTree Managed Futures Strategy Fund shares in Q1 2020, an estimated $1.38M.
Bruderman Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2017 and held it in 11 quarters.
Bruderman Asset Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.45M in Q4 2018.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.