JWM
WTMF icon

Janiczek Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Janiczek Wealth Management’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
2022
Q1 		– Sell
-20
Closed -$1K – 1083
2021
Q4 		$1K Buy
+20
New +$725 ﹤0.01% 978

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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
WTB
Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Janiczek Wealth Management's WTMF Position: Q1 2022 in Review

Janiczek Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in WTMF in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 46 funds tracked by Wall St. Rank hold WTMF as of Q1 2022.

  • Janiczek Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 20 WisdomTree Managed Futures Strategy Fund shares in Q1 2022, an estimated $1K.
  • Janiczek Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and held it in 1 quarter.
  • Janiczek Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $1K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.