FOCUS Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

FOCUS Wealth Advisors’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	-121,367	Closed	-$3.83M	–	65
2022 Q4	$3.83M	Sell	121,367 -186	-0.2%	-$6.14K	2.65%	11
2022 Q3	$4.18M	Buy	+121,553	New	+$4.24M	2.96%	9

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

FOCUS Wealth Advisors's WTMF Position: Q1 2023 in Review

FOCUS Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2023, closing a stake of 121,367 shares — an estimated $3.83M sold.

FOCUS Wealth Advisors first reported a position in WTMF in Q3 2022 and held it in 2 quarters. The position peaked at $4.18M in Q3 2022. 42 funds tracked by Wall St. Rank hold WTMF as of Q1 2023.

FOCUS Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 121,367 WisdomTree Managed Futures Strategy Fund shares in Q1 2023, an estimated $3.83M.
FOCUS Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2022 and held it in 2 quarters.
FOCUS Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $4.18M in Q3 2022.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.