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

Prospera Financial Services’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 Q4	–	Sell	-2,950	Closed	-$103K	–	1591
2020 Q3	$103K	Buy	+2,950	New	+$104K	0.04%	400
2016 Q4	–	Sell	-9,550	Closed	-$402K	–	423
2016 Q3	$402K	Hold	9,550	–	–	0.08%	215
2016 Q2	$406K	Hold	9,550	–	–	0.08%	203
2016 Q1	$400K	Buy	9,550 +3,495	+58%	+$147K	0.09%	168
2015 Q4	$253K	Hold	6,055	–	–	0.06%	226
2015 Q3	$251K	Hold	6,055	–	–	0.06%	211
2015 Q2	$258K	Buy	6,055 +600	+11%	+$26.2K	0.06%	229
2015 Q1	$242K	Buy	5,455 +205	+4%	+$8.98K	0.05%	254
2014 Q4	$229K	Sell	5,250 -100	-2%	-$4.35K	0.06%	251
2014 Q3	$233K	Sell	5,350 -1,000	-16%	-$42.3K	0.06%	239
2014 Q2	$265K	Sell	6,350 -700	-10%	-$28.8K	0.07%	212
2014 Q1	$290K	Sell	7,050 -800	-10%	-$32.8K	0.09%	174
2013 Q4	$326K	Hold	7,850	–	–	0.11%	152
2013 Q3	$326K	Buy	+7,850	New	+$330K	0.12%	145

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

ODG

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Prospera Financial Services's WTMF Position: Q4 2020 in Review

Prospera Financial Services sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2020, closing a stake of 2,950 shares — an estimated $103K sold.

Prospera Financial Services first reported a position in WTMF in Q3 2013 and held it in 14 quarters. The position peaked at $406K in Q2 2016. 33 funds tracked by Wall St. Rank hold WTMF as of Q4 2020.

Prospera Financial Services reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2020 after selling out during the quarter.
Prospera Financial Services sold 2,950 WisdomTree Managed Futures Strategy Fund shares in Q4 2020, an estimated $103K.
Prospera Financial Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2013 and held it in 14 quarters.
Prospera Financial Services's WisdomTree Managed Futures Strategy Fund position peaked at $406K in Q2 2016.
33 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.