MCC
WTMF icon

Money Concepts Capital’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Money Concepts Capital’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
2021
Q1 		$1K Sell
37
-23
-38% -$891 ﹤0.01% 709
2020
Q4 		$2K Buy
+60
New +$2.14K ﹤0.01% 645

Other funds holding WTMF

Morgan Stanley
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
EA
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
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
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Money Concepts Capital's WTMF Position: Q1 2021 in Review

Money Concepts Capital reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 38% in Q1 2021, selling an estimated $891 and leaving 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Money Concepts Capital first reported a position in WTMF in Q4 2020 and has held it in 2 quarters since. The position peaked at $2K in Q4 2020. 39 funds tracked by Wall St. Rank hold WTMF as of Q1 2021.

  • Money Concepts Capital held 37 shares of WisdomTree Managed Futures Strategy Fund worth $1K as of Q1 2021.
  • Money Concepts Capital sold 23 WisdomTree Managed Futures Strategy Fund shares in Q1 2021, an estimated $891.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Money Concepts Capital's portfolio in Q1 2021, its #709 holding.
  • Money Concepts Capital first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2020 and has held it in 2 quarters since.
  • Money Concepts Capital's WisdomTree Managed Futures Strategy Fund position peaked at $2K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.