Mainstay Capital Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Mainstay Capital Management’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 Q4	–	Sell	-2,586	Closed	-$106K	–	378
2018 Q3	$106K	Hold	2,586	–	–	0.07%	140
2018 Q2	$103K	Hold	2,586	–	–	0.08%	116
2018 Q1	$102K	Sell	2,586 -14	-0.5%	-$559	0.08%	113
2017 Q4	$104K	Buy	+2,600	New	+$102K	0.09%	123

Other funds holding WTMF

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

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

CIM

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

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

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

ODG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mainstay Capital Management's WTMF Position: Q4 2018 in Review

Mainstay Capital Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2018, closing a stake of 2,586 shares — an estimated $106K sold.

Mainstay Capital Management first reported a position in WTMF in Q4 2017 and held it in 4 quarters. The position peaked at $106K in Q3 2018. 61 funds tracked by Wall St. Rank hold WTMF as of Q4 2018.

Mainstay Capital Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2018 after selling out during the quarter.
Mainstay Capital Management sold 2,586 WisdomTree Managed Futures Strategy Fund shares in Q4 2018, an estimated $106K.
Mainstay Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 4 quarters.
Mainstay Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $106K in Q3 2018.
61 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.