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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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 $1.79B AUM 28.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 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.