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

Cetera Investment Management’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
2017 Q3	–	Sell	-10,368	Closed	-$401K	–	85
2017 Q2	$401K	Sell	10,368 -1,804	-15%	-$71.5K	0.51%	67
2017 Q1	$484K	Sell	12,172 -7,714	-39%	-$311K	0.55%	62
2016 Q4	$824K	Sell	19,886 -2,940	-13%	-$122K	0.62%	60
2016 Q3	$960K	Sell	22,826 -1,660	-7%	-$69.3K	0.62%	58
2016 Q2	$1.04M	Sell	24,486 -4,137	-14%	-$176K	0.61%	54
2016 Q1	$1.2M	Sell	28,623 -2,051	-7%	-$86.4K	0.62%	57
2015 Q4	$1.28M	Buy	+30,674	New	+$1.28M	0.52%	73

Other funds holding WTMF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BAM

Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Cetera Investment Management's WTMF Position: Q3 2017 in Review

Cetera Investment Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2017, closing a stake of 10,368 shares — an estimated $401K sold.

Cetera Investment Management first reported a position in WTMF in Q4 2015 and held it in 7 quarters. The position peaked at $1.28M in Q4 2015. 41 funds tracked by Wall St. Rank hold WTMF as of Q3 2017.

Cetera Investment Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 10,368 WisdomTree Managed Futures Strategy Fund shares in Q3 2017, an estimated $401K.
Cetera Investment Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's WisdomTree Managed Futures Strategy Fund position peaked at $1.28M in Q4 2015.
41 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.