Cribstone Capital Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cribstone Capital 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
2022 Q4	–	Sell	-181	Closed	-$6K	–	469
2022 Q3	$6K	Buy	181 +1	+0.6%	+$35	﹤0.01%	293
2022 Q2	$6K	Buy	180 +24	+15%	+$858	﹤0.01%	299
2022 Q1	$6K	Buy	156 +40	+34%	+$1.41K	﹤0.01%	309
2021 Q4	$4K	Buy	116 +6	+5%	+$217	﹤0.01%	331
2021 Q3	$5K	Buy	+110	New	+$4.53K	﹤0.01%	302

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ODG

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cribstone Capital Management's WTMF Position: Q4 2022 in Review

Cribstone Capital Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2022, closing a stake of 181 shares — an estimated $6K sold.

Cribstone Capital Management first reported a position in WTMF in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q3 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q4 2022.

Cribstone Capital Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2022 after selling out during the quarter.
Cribstone Capital Management sold 181 WisdomTree Managed Futures Strategy Fund shares in Q4 2022, an estimated $6K.
Cribstone Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2021 and held it in 5 quarters.
Cribstone Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $6K in Q3 2022.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.