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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
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
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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.