Cypress Wealth Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cypress Wealth Services’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	-5,630	Closed	-$219K	–	271
2019 Q1	$219K	Sell	5,630 -789	-12%	-$30.5K	0.07%	230
2018 Q4	$249K	Buy	6,419 +72	+1%	+$2.9K	0.1%	174
2018 Q3	$259K	Buy	6,347 +495	+8%	+$19.9K	0.09%	182
2018 Q2	$233K	Buy	5,852 +379	+7%	+$15.1K	0.09%	193
2018 Q1	$216K	Buy	5,473 +199	+4%	+$7.94K	0.09%	175
2017 Q4	$211K	Buy	+5,274	New	+$207K	0.09%	188

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

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 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

Cypress Wealth Services's WTMF Position: Q2 2019 in Review

Cypress Wealth Services sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2019, closing a stake of 5,630 shares — an estimated $219K sold.

Cypress Wealth Services first reported a position in WTMF in Q4 2017 and held it in 6 quarters. The position peaked at $259K in Q3 2018. 50 funds tracked by Wall St. Rank hold WTMF as of Q2 2019.

Cypress Wealth Services reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2019 after selling out during the quarter.
Cypress Wealth Services sold 5,630 WisdomTree Managed Futures Strategy Fund shares in Q2 2019, an estimated $219K.
Cypress Wealth Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 6 quarters.
Cypress Wealth Services's WisdomTree Managed Futures Strategy Fund position peaked at $259K in Q3 2018.
50 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.