Mariner’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Mariner’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
2016 Q4	–	Sell	-71	Closed	-$3K	–	804
2016 Q3	$3K	Buy	+71	New	+$2.96K	﹤0.01%	780

Other funds holding WTMF

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Mariner's WTMF Position: Q4 2016 in Review

Mariner sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2016, closing a stake of 71 shares — an estimated $3K sold.

Mariner first reported a position in WTMF in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 42 funds tracked by Wall St. Rank hold WTMF as of Q4 2016.

Mariner reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2016 after selling out during the quarter.
Mariner sold 71 WisdomTree Managed Futures Strategy Fund shares in Q4 2016, an estimated $3K.
Mariner first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2016 and held it in 1 quarter.
Mariner's WisdomTree Managed Futures Strategy Fund position peaked at $3K in Q3 2016.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2016.

Based on Mariner's 13F filing for Q4 2016, filed 14 Feb 2017.