Carroll Financial Associates
WTMF icon

Carroll Financial Associates’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-382
Closed -$13K – 1701
2020
Q2 		$13K Buy
+382
New +$13.6K ﹤0.01% 979

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Efficient Advisors
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Carroll Financial Associates's WTMF Position: Q3 2020 in Review

Carroll Financial Associates sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2020, closing a stake of 382 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in WTMF in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 31 funds tracked by Wall St. Rank hold WTMF as of Q3 2020.

  • Carroll Financial Associates reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 382 WisdomTree Managed Futures Strategy Fund shares in Q3 2020, an estimated $13K.
  • Carroll Financial Associates first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2020 and held it in 1 quarter.
  • Carroll Financial Associates's WisdomTree Managed Futures Strategy Fund position peaked at $13K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.