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

Focus Partners 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
2022
Q3 		– Sell
-19,189
Closed -$674K – 437
2022
Q2 		$674K Buy
19,189
+5,490
+40% +$196K 0.06% 154
2022
Q1 		$493K Buy
+13,699
New +$484K 0.05% 176

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Focus Partners Advisor Solutions's WTMF Position: Q3 2022 in Review

Focus Partners Advisor Solutions sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2022, closing a stake of 19,189 shares — an estimated $674K sold.

Focus Partners Advisor Solutions first reported a position in WTMF in Q1 2022 and held it in 2 quarters. The position peaked at $674K in Q2 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

  • Focus Partners Advisor Solutions reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 19,189 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $674K.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2022 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $674K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.