EWM
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Executive Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-26
Closed -$1K – 814
2019
Q2 		$1K Hold
26
– – ﹤0.01% 880
2019
Q1 		$1K Sell
26
-1,100
-98% -$42.5K ﹤0.01% 816
2018
Q4 		$45K Buy
+1,126
New +$45.3K 0.01% 297

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
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

Executive Wealth Management's WTMF Position: Q3 2019 in Review

Executive Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2019, closing a stake of 26 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in WTMF in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q4 2018. 53 funds tracked by Wall St. Rank hold WTMF as of Q3 2019.

  • Executive Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 26 WisdomTree Managed Futures Strategy Fund shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $45K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.