HighTower Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

HighTower Advisors’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 Q1	–	Sell	-13,410	Closed	-$472K	–	4055
2023 Q4	$472K	Buy	+13,410	New	+$464K	﹤0.01%	2366
2019 Q1	–	Sell	-32,440	Closed	-$1.26M	–	2441
2018 Q4	$1.26M	Buy	+32,440	New	+$1.3M	0.01%	945
2014 Q2	–	Sell	-14,106	Closed	-$579K	–	1730
2014 Q1	$579K	Buy	14,106 +138	+1%	+$5.65K	0.01%	930
2013 Q4	$580K	Buy	+13,968	New	+$577K	0.01%	910
2013 Q3	–	Sell	-23,361	Closed	-$978K	–	1466
2013 Q2	$978K	Buy	+23,361	New	+$962K	0.03%	606

Other funds holding WTMF

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

HighTower Advisors's WTMF Position: Q1 2024 in Review

HighTower Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2024, closing a stake of 13,410 shares — an estimated $472K sold.

HighTower Advisors first reported a position in WTMF in Q2 2013 and held it in 5 quarters. The position peaked at $1.26M in Q4 2018. 58 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

HighTower Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 13,410 WisdomTree Managed Futures Strategy Fund shares in Q1 2024, an estimated $472K.
HighTower Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and held it in 5 quarters.
HighTower Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $1.26M in Q4 2018.
58 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.