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 New York $1.89T AUM 35.08% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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.