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

Clearview Wealth 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
2023 Q2	–	Sell	-100	Closed	-$3.36K	–	734
2023 Q1	$3.36K	Hold	100	–	–	﹤0.01%	470
2022 Q4	$3.15K	Hold	100	–	–	﹤0.01%	439
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	472
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	459
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	482
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	528
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	536
2021 Q2	$4K	Buy	+100	New	+$4.06K	﹤0.01%	537

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

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

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

ODG

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

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

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

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

Clearview Wealth Advisors's WTMF Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2023, closing a stake of 100 shares — an estimated $3.36K sold.

Clearview Wealth Advisors first reported a position in WTMF in Q2 2021 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 41 funds tracked by Wall St. Rank hold WTMF as of Q2 2023.

Clearview Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 100 WisdomTree Managed Futures Strategy Fund shares in Q2 2023, an estimated $3.36K.
Clearview Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2021 and held it in 8 quarters.
Clearview Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $4K in Q2 2022.
41 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.