Next Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Next Financial Group’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 Q4	$5K	Buy	+135	New	+$4.89K	﹤0.01%	2442

Other funds holding WTMF

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

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Next Financial Group's WTMF Position: Q4 2021 in Review

Next Financial Group opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2021: 135 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings.

46 funds tracked by Wall St. Rank hold WTMF as of Q4 2021.

Next Financial Group held 135 shares of WisdomTree Managed Futures Strategy Fund worth $5K as of Q4 2021.
WisdomTree Managed Futures Strategy Fund was a new Next Financial Group position in Q4 2021.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2442 holding.
46 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.