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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

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Betterment LLC
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Bank of America
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EH
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PWM
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IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
CI
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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.