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Capital Analysts LLC’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Capital Analysts LLC’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
-157
Closed -$6K – 1395
2024
Q3 		$6K Buy
+157
New +$5.62K ﹤0.01% 1110
2022
Q1 		– Sell
-100
Closed -$4K – 1041
2021
Q4 		$4K Hold
100
– – ﹤0.01% 918
2021
Q3 		$4K Buy
+100
New +$4.12K ﹤0.01% 889

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Capital Analysts LLC's WTMF Position: Q4 2024 in Review

Capital Analysts LLC sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 157 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in WTMF in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2024. 72 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Capital Analysts LLC reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 157 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $6K.
  • Capital Analysts LLC first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2021 and held it in 3 quarters.
  • Capital Analysts LLC's WisdomTree Managed Futures Strategy Fund position peaked at $6K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.