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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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.