Live Your Vision’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Live Your Vision’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
2019 Q1	–	Sell	-12	Closed	–	–	289
2018 Q4	$0	Hold	12	–	–	﹤0.01%	288
2018 Q3	$0	Hold	12	–	–	﹤0.01%	328
2018 Q2	$0	Sell	12 -12	-50%	-$478	﹤0.01%	337
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	262
2017 Q4	$0	Hold	24	–	–	﹤0.01%	292
2017 Q3	$1K	Sell	24 -16	-40%	-$621	﹤0.01%	262
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	276
2017 Q1	$2K	Sell	40 -7	-15%	-$282	﹤0.01%	281
2016 Q4	$2K	Sell	47 -31	-40%	-$1.29K	﹤0.01%	277
2016 Q3	$3K	Buy	+78	New	+$3.26K	﹤0.01%	256
2016 Q1	–	Sell	-7,672	Closed	-$321K	–	68
2015 Q4	$321K	Sell	7,672 -70,754	-90%	-$2.95M	0.15%	55
2015 Q3	$3.25M	Buy	78,426 +568	+0.7%	+$23.5K	1.53%	25
2015 Q2	$3.31M	Buy	77,858 +5,413	+7%	+$237K	1.54%	24
2015 Q1	$3.21M	Buy	72,445 +66,619	+1,143%	+$2.92M	1.52%	23
2014 Q4	$255K	Buy	+5,826	New	+$253K	0.13%	47

Other funds holding WTMF

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CIM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ODG

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Live Your Vision's WTMF Position: Q1 2019 in Review

Live Your Vision sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2019, closing a stake of 12 shares.

Live Your Vision first reported a position in WTMF in Q4 2014 and held it in 15 quarters. The position peaked at $3.31M in Q2 2015. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

Live Your Vision reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
Live Your Vision sold 12 WisdomTree Managed Futures Strategy Fund shares in Q1 2019.
Live Your Vision first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2014 and held it in 15 quarters.
Live Your Vision's WisdomTree Managed Futures Strategy Fund position peaked at $3.31M in Q2 2015.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.