Global Financial Private Capital’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Global Financial Private Capital’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
2020 Q2	$3K	Hold	86	–	–	﹤0.01%	333
2020 Q1	$3K	Hold	86	–	–	﹤0.01%	320
2019 Q4	$3K	Hold	86	–	–	﹤0.01%	352
2019 Q3	$3K	Hold	86	–	–	﹤0.01%	344
2019 Q2	$3K	Buy	+86	New	+$3.33K	﹤0.01%	417

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Financial Private Capital's WTMF Position: Q2 2020 in Review

Global Financial Private Capital held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2020 at 86 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Global Financial Private Capital first reported a position in WTMF in Q2 2019 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold WTMF as of Q2 2020.

Global Financial Private Capital held 86 shares of WisdomTree Managed Futures Strategy Fund worth $3K as of Q2 2020.
Global Financial Private Capital left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2020.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #333 holding.
Global Financial Private Capital first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2019 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.