Heritage Wealth Management (Arizona)’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$76.5K	Buy	2,426 +1,213	+100%	+$40K	0.01%	448
2022 Q3	$42K	Sell	1,213 -362	-23%	-$12.6K	0.01%	422
2022 Q2	$55.3K	Buy	1,575 +666	+73%	+$23.8K	0.02%	404
2022 Q1	$33K	Buy	+909	New	+$32.1K	0.01%	527
2021 Q3	$9K	Hold	214	–	–	﹤0.01%	669
2021 Q2	$9K	Buy	+214	New	+$8.69K	﹤0.01%	680

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ODG

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WTMF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 100% in Q4 2022, buying an estimated $40K and bringing the position to 2,426 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #448.

Heritage Wealth Management (Arizona) first reported a position in WTMF in Q2 2021 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold WTMF as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,426 shares of WisdomTree Managed Futures Strategy Fund worth $76.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,213 WisdomTree Managed Futures Strategy Fund shares in Q4 2022, an estimated $40K.
WisdomTree Managed Futures Strategy Fund made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #448 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2021 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.