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

Cornerstone 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
2018
Q4 		– Sell
-62,088
Closed -$1.61M – 1158
2018
Q3 		$1.61M Buy
62,088
+39,631
+176% +$1.6M 0.02% 570
2018
Q2 		$562K Buy
+22,457
New +$894K 0.01% 968

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Management's WTMF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2018, closing a stake of 62,088 shares — an estimated $1.61M sold.

Cornerstone Wealth Management first reported a position in WTMF in Q2 2018 and held it in 2 quarters. The position peaked at $1.61M in Q3 2018. 61 funds tracked by Wall St. Rank hold WTMF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 62,088 WisdomTree Managed Futures Strategy Fund shares in Q4 2018, an estimated $1.61M.
  • Cornerstone Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $1.61M in Q3 2018.
  • 61 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.