CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-100
Closed -$4K – 1745
2018
Q2 		$4K Hold
100
– – ﹤0.01% 1784
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1722
2017
Q4 		$4K Buy
+100
New +$3.93K ﹤0.01% 1743

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

CIBC Private Wealth Group's WTMF Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

CIBC Private Wealth Group first reported a position in WTMF in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 49 funds tracked by Wall St. Rank hold WTMF as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 100 WisdomTree Managed Futures Strategy Fund shares in Q3 2018, an estimated $4K.
  • CIBC Private Wealth Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree Managed Futures Strategy Fund position peaked at $4K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.