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

Hexagon Capital Partners’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
2024
Q4 		– Sell
-21
Closed -$746 – 1882
2024
Q3 		$746 Hold
21
– – ﹤0.01% 1367
2024
Q2 		$762 Sell
21
-182
-90% -$6.68K ﹤0.01% 1298
2024
Q1 		$7.61K Hold
203
– – ﹤0.01% 921
2023
Q4 		$7.12K Hold
203
– – ﹤0.01% 901
2023
Q3 		$7.15K Hold
203
– – ﹤0.01% 823
2023
Q2 		$7.1K Hold
203
– – ﹤0.01% 832
2023
Q1 		$6.81K Hold
203
– – ﹤0.01% 828
2022
Q4 		$6.4K Hold
203
– – ﹤0.01% 851
2022
Q3 		$7K Hold
203
– – ﹤0.01% 869
2022
Q2 		$7K Hold
203
– – ﹤0.01% 743
2022
Q1 		$7K Hold
203
– – ﹤0.01% 679
2021
Q4 		$7K Hold
203
– – ﹤0.01% 650
2021
Q3 		$8K Hold
203
– – ﹤0.01% 624
2021
Q2 		$8K Hold
203
– – ﹤0.01% 594
2021
Q1 		$7K Hold
203
– – ﹤0.01% 566
2020
Q4 		$7K Hold
203
– – ﹤0.01% 529
2020
Q3 		$7K Buy
+203
New +$7.13K ﹤0.01% 507

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hexagon Capital Partners's WTMF Position: Q4 2024 in Review

Hexagon Capital Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 21 shares — an estimated $746 sold.

Hexagon Capital Partners first reported a position in WTMF in Q3 2020 and held it in 17 quarters. The position peaked at $8K in Q3 2021. 72 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Hexagon Capital Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Hexagon Capital Partners sold 21 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $746.
  • Hexagon Capital Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2020 and held it in 17 quarters.
  • Hexagon Capital Partners's WisdomTree Managed Futures Strategy Fund position peaked at $8K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Hexagon Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.