Csenge Advisory Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Csenge Advisory Group’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
2020 Q1	–	Sell	-76,003	Closed	-$2.82M	–	347
2019 Q4	$2.82M	Buy	76,003 +2,469	+3%	+$92.7K	0.72%	26
2019 Q3	$2.8M	Buy	73,534 +740	+1%	+$28.4K	0.77%	26
2019 Q2	$2.75M	Sell	72,794 -6,131	-8%	-$238K	0.94%	21
2019 Q1	$3.07M	Buy	78,925 +2,868	+4%	+$111K	1.05%	17
2018 Q4	$2.95M	Buy	76,057 +6,418	+9%	+$258K	1.08%	17
2018 Q3	$2.85M	Buy	69,639 +39,317	+130%	+$1.58M	1.11%	16
2018 Q2	$1.21M	Buy	30,322 +170	+0.6%	+$6.77K	0.44%	56
2018 Q1	$1.19M	Buy	+30,152	New	+$1.2M	0.41%	54

Other funds holding WTMF

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

LPWM

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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 New York $52.8B AUM 15.34% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Csenge Advisory Group's WTMF Position: Q1 2020 in Review

Csenge Advisory Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2020, closing a stake of 76,003 shares — an estimated $2.82M sold.

Csenge Advisory Group first reported a position in WTMF in Q1 2018 and held it in 8 quarters. The position peaked at $3.07M in Q1 2019. 44 funds tracked by Wall St. Rank hold WTMF as of Q1 2020.

Csenge Advisory Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2020 after selling out during the quarter.
Csenge Advisory Group sold 76,003 WisdomTree Managed Futures Strategy Fund shares in Q1 2020, an estimated $2.82M.
Csenge Advisory Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2018 and held it in 8 quarters.
Csenge Advisory Group's WisdomTree Managed Futures Strategy Fund position peaked at $3.07M in Q1 2019.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2020.

Based on Csenge Advisory Group's 13F filing for Q1 2020, filed 21 Apr 2020.