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Gradient Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Gradient Investments’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
Q2 		– Sell
-10
Closed – – 1396
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1361
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1341
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1270
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1270
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1305
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1186
2020
Q3 		$0 Hold
10
– – ﹤0.01% 1233
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1219
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1259
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1251
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1250
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1086
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1019
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1109
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1075
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1154
2018
Q1 		$0 Hold
10
– – ﹤0.01% 1180
2017
Q4 		$0 Buy
+10
New +$393 ﹤0.01% 1096
2017
Q3 		– Sell
-10
Closed – – 723
2017
Q2 		$0 Sell
10
-329
-97% -$13K ﹤0.01% 923
2017
Q1 		$13K Buy
339
+289
+578% +$11.7K ﹤0.01% 478
2016
Q4 		$2K Buy
50
+40
+400% +$1.66K ﹤0.01% 642
2016
Q3 		$0 Hold
10
– – ﹤0.01% 786
2016
Q2 		$0 Buy
+10
New +$425 ﹤0.01% 797
2015
Q3 		– Sell
-10
Closed – – 694
2015
Q2 		$0 Hold
10
– – ﹤0.01% 727
2015
Q1 		$0 Sell
10
-27
-73% -$1.18K ﹤0.01% 704
2014
Q4 		$2K Hold
37
– – ﹤0.01% 502
2014
Q3 		$2K Hold
37
– – ﹤0.01% 428
2014
Q2 		$2K Hold
37
– – ﹤0.01% 443
2014
Q1 		$2K Sell
37
-110
-75% -$4.51K ﹤0.01% 458
2013
Q4 		$6K Buy
147
+42
+40% +$1.74K ﹤0.01% 424
2013
Q3 		$4K Sell
105
-10,261
-99% -$432K ﹤0.01% 365
2013
Q2 		$434K Buy
+10,366
New +$427K 0.16% 96

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Gradient Investments's WTMF Position: Q2 2022 in Review

Gradient Investments sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2022, closing a stake of 10 shares.

Gradient Investments first reported a position in WTMF in Q2 2013 and held it in 32 quarters. The position peaked at $434K in Q2 2013. 49 funds tracked by Wall St. Rank hold WTMF as of Q2 2022.

  • Gradient Investments reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 10 WisdomTree Managed Futures Strategy Fund shares in Q2 2022.
  • Gradient Investments first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and held it in 32 quarters.
  • Gradient Investments's WisdomTree Managed Futures Strategy Fund position peaked at $434K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.