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

Crewe 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
2019 Q2	–	Sell	-1,050	Closed	-$41K	–	311
2019 Q1	$41K	Hold	1,050	–	–	0.01%	128
2018 Q4	$41K	Hold	1,050	–	–	0.01%	125
2018 Q3	$43K	Buy	+1,050	New	+$42.3K	0.04%	132

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

ODG

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Crewe Advisors's WTMF Position: Q2 2019 in Review

Crewe Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2019, closing a stake of 1,050 shares — an estimated $41K sold.

Crewe Advisors first reported a position in WTMF in Q3 2018 and held it in 3 quarters. The position peaked at $43K in Q3 2018. 50 funds tracked by Wall St. Rank hold WTMF as of Q2 2019.

Crewe Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2019 after selling out during the quarter.
Crewe Advisors sold 1,050 WisdomTree Managed Futures Strategy Fund shares in Q2 2019, an estimated $41K.
Crewe Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2018 and held it in 3 quarters.
Crewe Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $43K in Q3 2018.
50 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2019.

Based on Crewe Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.