Guggenheim Capital
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Guggenheim Capital’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Guggenheim 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
2017
Q1 		– Sell
-6,000
Closed -$249K – 2940
2016
Q4 		$249K Buy
+6,000
New +$249K ﹤0.01% 2647

Other funds holding WTMF

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Brinker Capital Investments
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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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Aviance Capital Management
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Guggenheim Capital's WTMF Position: Q1 2017 in Review

Guggenheim Capital sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2017, closing a stake of 6,000 shares — an estimated $249K sold.

Guggenheim Capital first reported a position in WTMF in Q4 2016 and held it in 1 quarter. The position peaked at $249K in Q4 2016. 36 funds tracked by Wall St. Rank hold WTMF as of Q1 2017.

  • Guggenheim Capital reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Guggenheim Capital sold 6,000 WisdomTree Managed Futures Strategy Fund shares in Q1 2017, an estimated $249K.
  • Guggenheim Capital first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2016 and held it in 1 quarter.
  • Guggenheim Capital's WisdomTree Managed Futures Strategy Fund position peaked at $249K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2017.

Based on Guggenheim Capital's 13F filing for Q1 2017, filed 15 May 2017.