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

IFP 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
2023 Q1	–	Sell	-65	Closed	-$3K	–	4453
2022 Q4	$3K	Sell	65 -435	-87%	-$14.3K	﹤0.01%	4078
2022 Q3	$23K	Buy	500 +3	+0.6%	+$105	﹤0.01%	2975
2022 Q2	$20K	Hold	497	–	–	﹤0.01%	2858
2022 Q1	$20K	Buy	+497	New	+$17.6K	﹤0.01%	2858
2018 Q2	–	Sell	-139	Closed	-$6K	–	4076
2018 Q1	$6K	Hold	139	–	–	﹤0.01%	3105
2017 Q4	$6K	Hold	139	–	–	﹤0.01%	3151
2017 Q3	$5K	Hold	139	–	–	﹤0.01%	3423
2017 Q2	$5K	Hold	139	–	–	﹤0.01%	3438
2017 Q1	$6K	Hold	139	–	–	﹤0.01%	3227
2016 Q4	$6K	Hold	139	–	–	﹤0.01%	3219
2016 Q3	$6K	Sell	139 -235	-63%	-$9.81K	﹤0.01%	3161
2016 Q2	$16K	Buy	+374	New	+$15.9K	﹤0.01%	2502
2016 Q1	–	Sell	-235	Closed	-$10K	–	3476
2015 Q4	$10K	Buy	+235	New	+$9.78K	﹤0.01%	2596

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

IFP Advisors's WTMF Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2023, closing a stake of 65 shares — an estimated $3K sold.

IFP Advisors first reported a position in WTMF in Q4 2015 and held it in 13 quarters. The position peaked at $23K in Q3 2022. 42 funds tracked by Wall St. Rank hold WTMF as of Q1 2023.

IFP Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 65 WisdomTree Managed Futures Strategy Fund shares in Q1 2023, an estimated $3K.
IFP Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and held it in 13 quarters.
IFP Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $23K in Q3 2022.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.