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Concourse Financial Group Securities’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Concourse Financial Group Securities’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
2022
Q4 		– Sell
-377
Closed -$12.4K – 2359
2022
Q3 		$13K Buy
+377
New +$13.1K ﹤0.01% 1426

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ODG
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CPCM
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CPWMP
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FWA
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Concourse Financial Group Securities's WTMF Position: Q4 2022 in Review

Concourse Financial Group Securities sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2022, closing a stake of 377 shares — an estimated $12.4K sold.

Concourse Financial Group Securities first reported a position in WTMF in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q4 2022.

  • Concourse Financial Group Securities reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 377 WisdomTree Managed Futures Strategy Fund shares in Q4 2022, an estimated $12.4K.
  • Concourse Financial Group Securities first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's WisdomTree Managed Futures Strategy Fund position peaked at $13K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2022.

Based on Concourse Financial Group Securities's 13F filing for Q4 2022, filed 30 Jan 2023.