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Dynamic Advisor Solutions’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Dynamic Advisor Solutions’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
-14,775
Closed -$548K – 604
2019
Q4 		$548K Sell
14,775
-65,702
-82% -$2.47M 0.07% 293
2019
Q3 		$3.06M Buy
80,477
+1,199
+2% +$46K 0.48% 58
2019
Q2 		$3M Buy
79,278
+63,438
+400% +$2.46M 0.48% 55
2019
Q1 		$616K Buy
+15,840
New +$612K 0.12% 196

Other funds holding WTMF

Morgan Stanley
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
EA
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynamic Advisor Solutions's WTMF Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2020, closing a stake of 14,775 shares — an estimated $548K sold.

Dynamic Advisor Solutions first reported a position in WTMF in Q1 2019 and held it in 4 quarters. The position peaked at $3.06M in Q3 2019. 44 funds tracked by Wall St. Rank hold WTMF as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,775 WisdomTree Managed Futures Strategy Fund shares in Q1 2020, an estimated $548K.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2019 and held it in 4 quarters.
  • Dynamic Advisor Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $3.06M in Q3 2019.
  • 44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.