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

Cardinal Point Wealth 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
2021
Q3 		$406K Buy
+9,900
New +$407K 0.19% 28

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cardinal Point Wealth Management's WTMF Position: Q3 2021 in Review

Cardinal Point Wealth Management opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2021: 9,900 shares worth $406K. The stake represents 0.19% of the portfolio and ranks #28 among its holdings.

39 funds tracked by Wall St. Rank hold WTMF as of Q3 2021.

  • Cardinal Point Wealth Management held 9,900 shares of WisdomTree Managed Futures Strategy Fund worth $406K as of Q3 2021.
  • WisdomTree Managed Futures Strategy Fund was a new Cardinal Point Wealth Management position in Q3 2021.
  • WisdomTree Managed Futures Strategy Fund made up 0.19% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #28 holding.
  • 39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.