Lee Financial
WTMF icon

Lee Financial’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Lee Financial’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 		– Sell
-65
Closed -$2.28K – 824
2023
Q4 		$2.28K Buy
+65
New +$2.25K ﹤0.01% 719

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Centric Wealth Management
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Lee Financial's WTMF Position: Q1 2024 in Review

Lee Financial sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2024, closing a stake of 65 shares — an estimated $2.28K sold.

Lee Financial first reported a position in WTMF in Q4 2023 and held it in 1 quarter. The position peaked at $2.28K in Q4 2023. 59 funds tracked by Wall St. Rank hold WTMF as of Q1 2024.

  • Lee Financial reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 65 WisdomTree Managed Futures Strategy Fund shares in Q1 2024, an estimated $2.28K.
  • Lee Financial first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2023 and held it in 1 quarter.
  • Lee Financial's WisdomTree Managed Futures Strategy Fund position peaked at $2.28K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.