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Concert Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-1,816
Closed -$76K – 932
2016
Q3 		$76K Buy
+1,816
New +$75.8K 0.01% 773

Other funds holding WTMF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Concert Wealth Management's WTMF Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2016, closing a stake of 1,816 shares — an estimated $76K sold.

Concert Wealth Management first reported a position in WTMF in Q3 2016 and held it in 1 quarter. The position peaked at $76K in Q3 2016. 42 funds tracked by Wall St. Rank hold WTMF as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,816 WisdomTree Managed Futures Strategy Fund shares in Q4 2016, an estimated $76K.
  • Concert Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $76K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.