Cedar Brook Financial Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cedar Brook Financial 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
2021 Q4	–	Sell	-5,754	Closed	-$236K	–	394
2021 Q3	$236K	Hold	5,754	–	–	0.07%	296
2021 Q2	$238K	Hold	5,754	–	–	0.07%	320
2021 Q1	$224K	Hold	5,754	–	–	0.08%	290
2020 Q4	$213K	Buy	5,754 +27	+0.5%	+$964	0.08%	293
2020 Q3	$201K	Hold	5,727	–	–	0.08%	276
2020 Q2	$200K	Hold	5,727	–	–	0.09%	264
2020 Q1	$208K	Buy	+5,727	New	+$207K	0.12%	222

Other funds holding WTMF

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

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

CIM

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

ODG

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cedar Brook Financial Partners's WTMF Position: Q4 2021 in Review

Cedar Brook Financial Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2021, closing a stake of 5,754 shares — an estimated $236K sold.

Cedar Brook Financial Partners first reported a position in WTMF in Q1 2020 and held it in 7 quarters. The position peaked at $238K in Q2 2021. 46 funds tracked by Wall St. Rank hold WTMF as of Q4 2021.

Cedar Brook Financial Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2021 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,754 WisdomTree Managed Futures Strategy Fund shares in Q4 2021, an estimated $236K.
Cedar Brook Financial Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and held it in 7 quarters.
Cedar Brook Financial Partners's WisdomTree Managed Futures Strategy Fund position peaked at $238K in Q2 2021.
46 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.