Paulson Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Paulson Wealth Management’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 Q1	–	Sell	-14,693	Closed	-$541K	–	100
2019 Q4	$541K	Sell	14,693 -692	-4%	-$26K	0.38%	53
2019 Q3	$586K	Buy	15,385 +5,811	+61%	+$223K	0.44%	43
2019 Q2	$361K	Sell	9,574 -25,857	-73%	-$1M	0.27%	72
2019 Q1	$1.38M	Buy	35,431 +8,190	+30%	+$317K	1.05%	17
2018 Q4	$1.05M	Sell	27,241 -1,282	-4%	-$51.6K	0.87%	27
2018 Q3	$1.15M	Buy	+28,523	New	+$1.15M	1.03%	24

Other funds holding WTMF

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paulson Wealth Management's WTMF Position: Q1 2020 in Review

Paulson Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2020, closing a stake of 14,693 shares — an estimated $541K sold.

Paulson Wealth Management first reported a position in WTMF in Q3 2018 and held it in 6 quarters. The position peaked at $1.38M in Q1 2019. 44 funds tracked by Wall St. Rank hold WTMF as of Q1 2020.

Paulson Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 14,693 WisdomTree Managed Futures Strategy Fund shares in Q1 2020, an estimated $541K.
Paulson Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2018 and held it in 6 quarters.
Paulson Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $1.38M in Q1 2019.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.