Franklin Resources
WTMF icon

Franklin Resources’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Franklin Resources’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
2014
Q2 		– Sell
-56,600
Closed -$2.32M – 1578
2014
Q1 		$2.32M Sell
56,600
-12,425
-18% -$509K ﹤0.01% 1264
2013
Q4 		$2.87M Sell
69,025
-5,025
-7% -$208K ﹤0.01% 1220
2013
Q3 		$3.07M Buy
+74,050
New +$3.11M ﹤0.01% 1184

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
First Allied Asset Management
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Franklin Resources's WTMF Position: Q2 2014 in Review

Franklin Resources sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2014, closing a stake of 56,600 shares — an estimated $2.32M sold.

Franklin Resources first reported a position in WTMF in Q3 2013 and held it in 3 quarters. The position peaked at $3.07M in Q3 2013. 24 funds tracked by Wall St. Rank hold WTMF as of Q2 2014.

  • Franklin Resources reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2014 after selling out during the quarter.
  • Franklin Resources sold 56,600 WisdomTree Managed Futures Strategy Fund shares in Q2 2014, an estimated $2.32M.
  • Franklin Resources first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2013 and held it in 3 quarters.
  • Franklin Resources's WisdomTree Managed Futures Strategy Fund position peaked at $3.07M in Q3 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2014.

Based on Franklin Resources's 13F filing for Q2 2014, filed 12 Aug 2014.