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

PNC Financial Services 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
2020 Q3	–	Sell	-154	Closed	-$5K	–	4063
2020 Q2	$5K	Buy	+154	New	+$5.47K	﹤0.01%	3649
2019 Q3	–	Sell	-220	Closed	-$8K	–	4122
2019 Q2	$8K	Buy	+220	New	+$8.53K	﹤0.01%	3638
2018 Q4	–	Sell	-20	Closed	-$1K	–	4192
2018 Q3	$1K	Buy	+20	New	+$805	﹤0.01%	4066
2018 Q2	–	Sell	-316	Closed	-$12K	–	4282
2018 Q1	$12K	Hold	316	–	–	﹤0.01%	3648
2017 Q4	$12K	Hold	316	–	–	﹤0.01%	3633
2017 Q3	$12K	Hold	316	–	–	﹤0.01%	3620
2017 Q2	$12K	Hold	316	–	–	﹤0.01%	3528
2017 Q1	$12K	Sell	316 -276	-47%	-$11.1K	﹤0.01%	3473
2016 Q4	$25K	Hold	592	–	–	﹤0.01%	3140
2016 Q3	$26K	Hold	592	–	–	﹤0.01%	3110
2016 Q2	$26K	Hold	592	–	–	﹤0.01%	3140
2016 Q1	$26K	Hold	592	–	–	﹤0.01%	3138
2015 Q4	$26K	Hold	592	–	–	﹤0.01%	3168
2015 Q3	$25K	Buy	592 +276	+87%	+$11.4K	﹤0.01%	3249
2015 Q2	$14K	Hold	316	–	–	﹤0.01%	3664
2015 Q1	$14K	Hold	316	–	–	﹤0.01%	3657
2014 Q4	$14K	Hold	316	–	–	﹤0.01%	3271
2014 Q3	$14K	Buy	+316	New	+$13.4K	﹤0.01%	3180
2014 Q2	–	Sell	-778	Closed	-$32K	–	3914
2014 Q1	$32K	Sell	778 -12,000	-94%	-$492K	﹤0.01%	2679
2013 Q4	$530K	Buy	12,778 +778	+6%	+$32.1K	﹤0.01%	1347
2013 Q3	$498K	Hold	12,000	–	–	﹤0.01%	1347
2013 Q2	$502K	Buy	+12,000	New	+$494K	﹤0.01%	1287

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PNC Financial Services Group's WTMF Position: Q3 2020 in Review

PNC Financial Services Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2020, closing a stake of 154 shares — an estimated $5K sold.

PNC Financial Services Group first reported a position in WTMF in Q2 2013 and held it in 22 quarters. The position peaked at $530K in Q4 2013. 31 funds tracked by Wall St. Rank hold WTMF as of Q3 2020.

PNC Financial Services Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2020 after selling out during the quarter.
PNC Financial Services Group sold 154 WisdomTree Managed Futures Strategy Fund shares in Q3 2020, an estimated $5K.
PNC Financial Services Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and held it in 22 quarters.
PNC Financial Services Group's WisdomTree Managed Futures Strategy Fund position peaked at $530K in Q4 2013.
31 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2020.

Based on PNC Financial Services Group's 13F filing for Q3 2020, filed 6 Nov 2020.