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

Insight 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
2021
Q2 		– Sell
-5,206
Closed -$212K – 349
2021
Q1 		$212K Buy
+5,206
New +$202K 0.07% 306

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Insight Advisors's WTMF Position: Q2 2021 in Review

Insight Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2021, closing a stake of 5,206 shares — an estimated $212K sold.

Insight Advisors first reported a position in WTMF in Q1 2021 and held it in 1 quarter. The position peaked at $212K in Q1 2021. 38 funds tracked by Wall St. Rank hold WTMF as of Q2 2021.

  • Insight Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2021 after selling out during the quarter.
  • Insight Advisors sold 5,206 WisdomTree Managed Futures Strategy Fund shares in Q2 2021, an estimated $212K.
  • Insight Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2021 and held it in 1 quarter.
  • Insight Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $212K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2021.

Based on Insight Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.