Orion Portfolio Solutions
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Orion Portfolio Solutions’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-3,609
Closed -$126K – 2067
2020
Q2 		$126K Buy
3,609
+172
+5% +$6.11K 0.01% 499
2020
Q1 		$125K Buy
+3,437
New +$124K 0.01% 407

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.02B AUM 35.98% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Orion Portfolio Solutions's WTMF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2020, closing a stake of 3,609 shares — an estimated $126K sold.

Orion Portfolio Solutions first reported a position in WTMF in Q1 2020 and held it in 2 quarters. The position peaked at $126K in Q2 2020. 31 funds tracked by Wall St. Rank hold WTMF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,609 WisdomTree Managed Futures Strategy Fund shares in Q3 2020, an estimated $126K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $126K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.