IWP
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IAG Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

IAG Wealth 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
2021
Q1 		– Sell
-26,908
Closed -$999K – 388
2020
Q4 		$999K Buy
26,908
+961
+4% +$34.3K 0.41% 31
2020
Q3 		$909K Buy
25,947
+862
+3% +$30.3K 0.42% 31
2020
Q2 		$878K Sell
25,085
-885
-3% -$31.4K 0.43% 30
2020
Q1 		$942K Sell
25,970
-5,757
-18% -$208K 0.63% 24
2019
Q4 		$1.18M Buy
+31,727
New +$1.19M 0.77% 20

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

IAG Wealth Partners's WTMF Position: Q1 2021 in Review

IAG Wealth Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2021, closing a stake of 26,908 shares — an estimated $999K sold.

IAG Wealth Partners first reported a position in WTMF in Q4 2019 and held it in 5 quarters. The position peaked at $1.18M in Q4 2019. 39 funds tracked by Wall St. Rank hold WTMF as of Q1 2021.

  • IAG Wealth Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 26,908 WisdomTree Managed Futures Strategy Fund shares in Q1 2021, an estimated $999K.
  • IAG Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2019 and held it in 5 quarters.
  • IAG Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $1.18M in Q4 2019.
  • 39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.