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Financial Advocates Investment Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-6,940
Closed -$278K – 547
2017
Q4 		$278K Buy
+6,940
New +$273K 0.04% 376

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CIM
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Bank of America
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Financial Advocates Investment Management's WTMF Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2018, closing a stake of 6,940 shares — an estimated $278K sold.

Financial Advocates Investment Management first reported a position in WTMF in Q4 2017 and held it in 1 quarter. The position peaked at $278K in Q4 2017. 47 funds tracked by Wall St. Rank hold WTMF as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,940 WisdomTree Managed Futures Strategy Fund shares in Q1 2018, an estimated $278K.
  • Financial Advocates Investment Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's WisdomTree Managed Futures Strategy Fund position peaked at $278K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.