IAG Wealth Partners
WTMF icon

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 $1.89T AUM 35.08% 1-Year Est. Return
Comprehensive Wealth Management
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
Efficient Advisors
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
O'Dell Group
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 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.