Cetera Advisor Networks’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.83M	Sell	48,768 -1,543	-3%	-$55.4K	0.01%	1073
2023 Q4	$1.76M	Sell	50,311 -694	-1%	-$24K	0.01%	1028
2023 Q3	$1.8M	Sell	51,005 -291	-0.6%	-$10.2K	0.01%	944
2023 Q2	$1.79M	Buy	51,296 +2,239	+5%	+$76.7K	0.01%	908
2023 Q1	$1.65M	Buy	49,057 +2,188	+5%	+$71K	0.01%	934
2022 Q4	$1.48M	Buy	46,869 +2,307	+5%	+$76.1K	0.01%	960
2022 Q3	$1.53M	Buy	44,562 +1,288	+3%	+$44.9K	0.02%	695
2022 Q2	$1.52M	Buy	43,274 +3,657	+9%	+$131K	0.02%	693
2022 Q1	$1.42M	Buy	39,617 +8,005	+25%	+$283K	0.02%	759
2021 Q4	$1.12M	Buy	31,612 +11,630	+58%	+$421K	0.01%	853
2021 Q3	$819K	Buy	19,982 +12,900	+182%	+$531K	0.01%	943
2021 Q2	$293K	Buy	+7,082	New	+$287K	﹤0.01%	1516
2014 Q2	–	Sell	-5,407	Closed	-$221K	–	828
2014 Q1	$221K	Sell	5,407 -20	-0.4%	-$819	0.02%	672
2013 Q4	$223K	Sell	5,427 -100	-2%	-$4.13K	0.02%	654
2013 Q3	$227K	Sell	5,527 -181	-3%	-$7.61K	0.02%	584
2013 Q2	$237K	Buy	+5,708	New	+$235K	0.02%	502

Other funds holding WTMF

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

CIM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Cetera Advisor Networks's WTMF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 3.1% in Q1 2024, selling an estimated $55.4K and leaving 48,768 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #1073.

Cetera Advisor Networks first reported a position in WTMF in Q2 2013 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

Cetera Advisor Networks held 48,768 shares of WisdomTree Managed Futures Strategy Fund worth $1.83M as of Q1 2024.
Cetera Advisor Networks sold 1,543 WisdomTree Managed Futures Strategy Fund shares in Q1 2024, an estimated $55.4K.
WisdomTree Managed Futures Strategy Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1073 holding.
Cetera Advisor Networks first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and has held it in 16 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.