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Integrated Capital Management (Pennsylvania)’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Integrated Capital Management (Pennsylvania)’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
Q2 		– Sell
-5,670
Closed -$285K – 92
2023
Q1 		$285K Buy
+5,670
New +$184K 0.26% 21

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ODG
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Jane Street
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CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s WTMF Position: Q2 2023 in Review

Integrated Capital Management (Pennsylvania) sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2023, closing a stake of 5,670 shares — an estimated $285K sold.

Integrated Capital Management (Pennsylvania) first reported a position in WTMF in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 41 funds tracked by Wall St. Rank hold WTMF as of Q2 2023.

  • Integrated Capital Management (Pennsylvania) reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Integrated Capital Management (Pennsylvania) sold 5,670 WisdomTree Managed Futures Strategy Fund shares in Q2 2023, an estimated $285K.
  • Integrated Capital Management (Pennsylvania) first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2023 and held it in 1 quarter.
  • Integrated Capital Management (Pennsylvania)'s WisdomTree Managed Futures Strategy Fund position peaked at $285K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2023.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2023, filed 31 Jul 2023.