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

KLR Investment 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
2024 Q1	$1.07M	Sell	28,991 -4,215	-13%	-$151K	0.77%	29
2023 Q4	$1.16M	Buy	33,206 +566	+2%	+$19.6K	0.84%	26
2023 Q3	$1.1M	Sell	32,640 -1,120	-3%	-$39.3K	1%	23
2023 Q2	$1.18M	Buy	33,760 +1,120	+3%	+$38.4K	0.97%	22
2023 Q1	$1.1M	Buy	32,640 +1,966	+6%	+$63.8K	0.96%	23
2022 Q4	$967K	Buy	+30,674	New	+$1.01M	0.8%	23

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

KLR Investment Advisors's WTMF Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 13% in Q1 2024, selling an estimated $151K and leaving 28,991 shares worth $1.07M. The position accounts for 0.77% of the portfolio, ranked #29.

KLR Investment Advisors first reported a position in WTMF in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2023. 58 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

KLR Investment Advisors held 28,991 shares of WisdomTree Managed Futures Strategy Fund worth $1.07M as of Q1 2024.
KLR Investment Advisors sold 4,215 WisdomTree Managed Futures Strategy Fund shares in Q1 2024, an estimated $151K.
WisdomTree Managed Futures Strategy Fund made up 0.77% of KLR Investment Advisors's portfolio in Q1 2024, its #29 holding.
KLR Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $1.18M in Q2 2023.
58 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.