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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 $1.66T 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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 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. 58 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.
  • 58 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.