EH
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Equitable Holdings’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Equitable Holdings’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
2023
Q1 		– Sell
-92,370
Closed -$2.91M – 1008
2022
Q4 		$2.91M Buy
92,370
+3,570
+4% +$118K 0.05% 240
2022
Q3 		$3.06M Buy
88,800
+890
+1% +$31K 0.06% 205
2022
Q2 		$3.09M Sell
87,910
-2,390
-3% -$85.4K 0.06% 200
2022
Q1 		$3.25M Sell
90,300
-1,490
-2% -$52.6K 0.05% 209
2021
Q4 		$3.25M Buy
91,790
+6,090
+7% +$221K 0.05% 214
2021
Q3 		$3.51M Buy
85,700
+1,410
+2% +$58K 0.06% 188
2021
Q2 		$3.49M Buy
84,290
+31,440
+59% +$1.28M 0.06% 180
2021
Q1 		$2.06M Sell
52,850
-1,200
-2% -$46.5K 0.04% 239
2020
Q4 		$2M Buy
54,050
+430
+0.8% +$15.4K 0.05% 223
2020
Q3 		$1.88M Buy
53,620
+500
+0.9% +$17.6K 0.05% 221
2020
Q2 		$1.86M Sell
53,120
-1,140
-2% -$40.5K 0.05% 218
2020
Q1 		$1.97M Sell
54,260
-5,040
-8% -$182K 0.07% 168
2019
Q4 		$2.2M Buy
+59,300
New +$2.23M 0.06% 177

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Equitable Holdings's WTMF Position: Q1 2023 in Review

Equitable Holdings sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2023, closing a stake of 92,370 shares — an estimated $2.91M sold.

Equitable Holdings first reported a position in WTMF in Q4 2019 and held it in 13 quarters. The position peaked at $3.51M in Q3 2021. 42 funds tracked by Wall St. Rank hold WTMF as of Q1 2023.

  • Equitable Holdings reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Equitable Holdings sold 92,370 WisdomTree Managed Futures Strategy Fund shares in Q1 2023, an estimated $2.91M.
  • Equitable Holdings first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2019 and held it in 13 quarters.
  • Equitable Holdings's WisdomTree Managed Futures Strategy Fund position peaked at $3.51M in Q3 2021.
  • 42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2023.

Based on Equitable Holdings's 13F filing for Q1 2023, filed 15 May 2023.