Modera Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Modera Wealth 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
2019 Q1	–	Sell	-10,000	Closed	-$388K	–	149
2018 Q4	$388K	Hold	10,000	–	–	0.08%	79
2018 Q3	$408K	Buy	+10,000	New	+$403K	0.08%	86

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

Modera Wealth Management's WTMF Position: Q1 2019 in Review

Modera Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2019, closing a stake of 10,000 shares — an estimated $388K sold.

Modera Wealth Management first reported a position in WTMF in Q3 2018 and held it in 2 quarters. The position peaked at $408K in Q3 2018. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

Modera Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
Modera Wealth Management sold 10,000 WisdomTree Managed Futures Strategy Fund shares in Q1 2019, an estimated $388K.
Modera Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2018 and held it in 2 quarters.
Modera Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $408K in Q3 2018.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Modera Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.