NA
WTMF icon

NewEdge Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

NewEdge Advisors’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
2023
Q4 		– Sell
-33
Closed -$1.16K – 3890
2023
Q3 		$1.16K Hold
33
– – ﹤0.01% 3147
2023
Q2 		$1.16K Hold
33
– – ﹤0.01% 3217
2023
Q1 		$1.11K Hold
33
– – ﹤0.01% 3143
2022
Q4 		$1 Buy
+33
New +$1.09K ﹤0.01% 4047

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's WTMF Position: Q4 2023 in Review

NewEdge Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2023, closing a stake of 33 shares — an estimated $1.16K sold.

NewEdge Advisors first reported a position in WTMF in Q4 2022 and held it in 4 quarters. The position peaked at $1.16K in Q3 2023. 54 funds tracked by Wall St. Rank hold WTMF as of Q4 2023.

  • NewEdge Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 33 WisdomTree Managed Futures Strategy Fund shares in Q4 2023, an estimated $1.16K.
  • NewEdge Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $1.16K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.