KSA
WTMF icon

Ken Stern & Associates’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Ken Stern & Associates’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
2018
Q1 		– Sell
-11,473
Closed -$459K – 122
2017
Q4 		$459K Buy
+11,473
New +$451K 0.2% 62

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Ken Stern & Associates's WTMF Position: Q1 2018 in Review

Ken Stern & Associates sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2018, closing a stake of 11,473 shares — an estimated $459K sold.

Ken Stern & Associates first reported a position in WTMF in Q4 2017 and held it in 1 quarter. The position peaked at $459K in Q4 2017. 47 funds tracked by Wall St. Rank hold WTMF as of Q1 2018.

  • Ken Stern & Associates reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • Ken Stern & Associates sold 11,473 WisdomTree Managed Futures Strategy Fund shares in Q1 2018, an estimated $459K.
  • Ken Stern & Associates first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 1 quarter.
  • Ken Stern & Associates's WisdomTree Managed Futures Strategy Fund position peaked at $459K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2018.

Based on Ken Stern & Associates's 13F filing for Q1 2018, filed 21 May 2018.