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Grimes & Company’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Grimes & Company’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
2019
Q4 		– Sell
-146,678
Closed -$5.58M – 276
2019
Q3 		$5.58M Sell
146,678
-11,203
-7% -$430K 0.4% 64
2019
Q2 		$5.97M Sell
157,881
-9,927
-6% -$385K 0.45% 63
2019
Q1 		$6.53M Sell
167,808
-31,937
-16% -$1.23M 0.51% 60
2018
Q4 		$7.74M Buy
+199,745
New +$8.03M 0.76% 33

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Grimes & Company's WTMF Position: Q4 2019 in Review

Grimes & Company sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 146,678 shares — an estimated $5.58M sold.

Grimes & Company first reported a position in WTMF in Q4 2018 and held it in 4 quarters. The position peaked at $7.74M in Q4 2018. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

  • Grimes & Company reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Grimes & Company sold 146,678 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $5.58M.
  • Grimes & Company first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and held it in 4 quarters.
  • Grimes & Company's WisdomTree Managed Futures Strategy Fund position peaked at $7.74M in Q4 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Grimes & Company's 13F filing for Q4 2019, filed 5 Feb 2020.