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

Global Financial Private Client’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
Q4 		– Sell
-469
Closed -$16.3K – 596
2020
Q3 		$16.3K Hold
469
– – 0.01% 275
2020
Q2 		$16.3K Sell
469
-92
-16% -$3.27K 0.01% 312
2020
Q1 		$20.6K Sell
561
-332
-37% -$12K 0.02% 308
2019
Q4 		$33.1K Buy
+893
New +$33.5K 0.03% 285

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
EA
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Global Financial Private Client's WTMF Position: Q4 2020 in Review

Global Financial Private Client sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2020, closing a stake of 469 shares — an estimated $16.3K sold.

Global Financial Private Client first reported a position in WTMF in Q4 2019 and held it in 4 quarters. The position peaked at $33.1K in Q4 2019. 33 funds tracked by Wall St. Rank hold WTMF as of Q4 2020.

  • Global Financial Private Client reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 469 WisdomTree Managed Futures Strategy Fund shares in Q4 2020, an estimated $16.3K.
  • Global Financial Private Client first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's WisdomTree Managed Futures Strategy Fund position peaked at $33.1K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.