MKD Wealth Coaches’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

MKD Wealth Coaches’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
2020 Q4	–	Sell	-8,535	Closed	-$299K	–	35
2020 Q3	$299K	Hold	8,535	–	–	0.43%	27
2020 Q2	$299K	Hold	8,535	–	–	0.38%	26
2020 Q1	$309K	Hold	8,535	–	–	0.41%	32
2019 Q4	$317K	Hold	8,535	–	–	0.27%	48
2019 Q3	$325K	Hold	8,535	–	–	0.34%	42
2019 Q2	$323K	Hold	8,535	–	–	0.29%	42
2019 Q1	$332K	Buy	8,535 +5,313	+165%	+$205K	0.34%	38
2018 Q4	$125K	Buy	+3,222	New	+$130K	0.15%	59

Other funds holding WTMF

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

MKD Wealth Coaches's WTMF Position: Q4 2020 in Review

MKD Wealth Coaches sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2020, closing a stake of 8,535 shares — an estimated $299K sold.

MKD Wealth Coaches first reported a position in WTMF in Q4 2018 and held it in 8 quarters. The position peaked at $332K in Q1 2019. 33 funds tracked by Wall St. Rank hold WTMF as of Q4 2020.

MKD Wealth Coaches reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 8,535 WisdomTree Managed Futures Strategy Fund shares in Q4 2020, an estimated $299K.
MKD Wealth Coaches first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's WisdomTree Managed Futures Strategy Fund position peaked at $332K in Q1 2019.
33 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.