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

Cetera Advisors’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 		$236K Buy
+6,305
New +$226K ﹤0.01% 2107
2021
Q2 		– Sell
-5,702
Closed -$222K – 1364
2021
Q1 		$222K Buy
5,702
+72
+1% +$2.79K 0.01% 1100
2020
Q4 		$209K Buy
+5,630
New +$201K 0.01% 968

Other funds holding WTMF

Morgan Stanley
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Cetera Advisors's WTMF Position: Q1 2024 in Review

Cetera Advisors opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2024: 6,305 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2107 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in WTMF as recently as Q1 2021.

Cetera Advisors first reported a position in WTMF in Q4 2020 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

  • Cetera Advisors held 6,305 shares of WisdomTree Managed Futures Strategy Fund worth $236K as of Q1 2024.
  • WisdomTree Managed Futures Strategy Fund was a new Cetera Advisors position in Q1 2024.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2107 holding.
  • Cetera Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2020 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

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