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Howe & Rusling’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Howe & Rusling’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
2020
Q2 		– Sell
-50
Closed -$2K – 921
2020
Q1 		$2K Buy
+50
New +$1.81K ﹤0.01% 661

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Howe & Rusling's WTMF Position: Q2 2020 in Review

Howe & Rusling sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

Howe & Rusling first reported a position in WTMF in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 37 funds tracked by Wall St. Rank hold WTMF as of Q2 2020.

  • Howe & Rusling reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 50 WisdomTree Managed Futures Strategy Fund shares in Q2 2020, an estimated $2K.
  • Howe & Rusling first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Howe & Rusling's WisdomTree Managed Futures Strategy Fund position peaked at $2K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.