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Newfound Research’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Newfound Research’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
-93
Closed -$4K – 233
2018
Q4 		$4K Sell
93
-7
-7% -$282 ﹤0.01% 47
2018
Q3 		$4K Hold
100
– – ﹤0.01% 85
2018
Q2 		$4K Hold
100
– – ﹤0.01% 71
2018
Q1 		$4K Hold
100
– – ﹤0.01% 72
2017
Q4 		$4K Buy
100
+22
+28% +$865 ﹤0.01% 81
2017
Q3 		$3K Hold
78
– – ﹤0.01% 89
2017
Q2 		$3K Hold
78
– – ﹤0.01% 94
2017
Q1 		$3K Sell
78
-704
-90% -$28.4K ﹤0.01% 93
2016
Q4 		$32K Buy
782
+65
+9% +$2.7K 0.03% 38
2016
Q3 		$30K Buy
717
+150
+26% +$6.26K 0.03% 46
2016
Q2 		$24K Sell
567
-331
-37% -$14.1K 0.03% 47
2016
Q1 		$38K Buy
898
+256
+40% +$10.8K 0.04% 29
2015
Q4 		$27K Buy
+642
New +$26.7K 0.03% 32

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
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
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

Newfound Research's WTMF Position: Q1 2019 in Review

Newfound Research sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2019, closing a stake of 93 shares — an estimated $4K sold.

Newfound Research first reported a position in WTMF in Q4 2015 and held it in 13 quarters. The position peaked at $38K in Q1 2016. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

  • Newfound Research reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Newfound Research sold 93 WisdomTree Managed Futures Strategy Fund shares in Q1 2019, an estimated $4K.
  • Newfound Research first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and held it in 13 quarters.
  • Newfound Research's WisdomTree Managed Futures Strategy Fund position peaked at $38K in Q1 2016.
  • 53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.