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CPR Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

CPR Investments’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
Q3 		– Sell
-9,911
Closed -$348K – 50
2022
Q2 		$348K Buy
+9,911
New +$354K 0.52% 25

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FWA
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Betterment LLC
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CI
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CIM
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EH
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

CPR Investments's WTMF Position: Q3 2022 in Review

CPR Investments sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2022, closing a stake of 9,911 shares — an estimated $348K sold.

CPR Investments first reported a position in WTMF in Q2 2022 and held it in 1 quarter. The position peaked at $348K in Q2 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

  • CPR Investments reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • CPR Investments sold 9,911 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $348K.
  • CPR Investments first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2022 and held it in 1 quarter.
  • CPR Investments's WisdomTree Managed Futures Strategy Fund position peaked at $348K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on CPR Investments's 13F filing for Q3 2022, filed 14 Nov 2022.