HBW Advisory Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-37,645	Closed	-$1.32M	–	250
2022 Q2	$1.32M	Buy	+37,645	New	+$1.35M	0.34%	83
2021 Q2	–	Sell	-9,965	Closed	-$388K	–	280
2021 Q1	$388K	Buy	+9,965	New	+$386K	0.1%	162

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

HBW Advisory Services's WTMF Position: Q3 2022 in Review

HBW Advisory Services sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2022, closing a stake of 37,645 shares — an estimated $1.32M sold.

HBW Advisory Services first reported a position in WTMF in Q1 2021 and held it in 2 quarters. The position peaked at $1.32M in Q2 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

HBW Advisory Services reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
HBW Advisory Services sold 37,645 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $1.32M.
HBW Advisory Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2021 and held it in 2 quarters.
HBW Advisory Services's WisdomTree Managed Futures Strategy Fund position peaked at $1.32M in Q2 2022.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on HBW Advisory Services's 13F filing for Q3 2022, filed 5 Oct 2022.