Cardinal Point Wealth Management Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$4.54M	Buy	135,252 +7,720	+6%	+$251K	1.38%	10
2022 Q4	$4.02M	Buy	127,532 +98,942	+346%	+$3.26M	1.39%	9
2022 Q3	$988K	Sell	28,590 -5,135	-15%	-$179K	0.47%	19
2022 Q2	$1.18M	Buy	33,725 +1,875	+6%	+$67K	0.57%	17
2022 Q1	$1.15M	Buy	31,850 +18,350	+136%	+$648K	0.51%	16
2021 Q4	$478K	Buy	+13,500	New	+$489K	0.21%	31

Other funds holding WTMF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Cardinal Point Wealth Management Partners's WTMF Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 6.1% in Q1 2023, buying an estimated $251K and bringing the position to 135,252 shares worth $4.54M. The position accounts for 1.38% of the portfolio, ranked #10.

Cardinal Point Wealth Management Partners first reported a position in WTMF in Q4 2021 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold WTMF as of Q1 2023.

Cardinal Point Wealth Management Partners held 135,252 shares of WisdomTree Managed Futures Strategy Fund worth $4.54M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 7,720 WisdomTree Managed Futures Strategy Fund shares in Q1 2023, an estimated $251K.
WisdomTree Managed Futures Strategy Fund made up 1.38% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #10 holding.
Cardinal Point Wealth Management Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.