Raleigh Capital Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Raleigh Capital 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
2022 Q4	–	Sell	-118	Closed	-$4K	–	899
2022 Q3	$4K	Sell	118 -15	-11%	-$523	﹤0.01%	558
2022 Q2	$5K	Sell	133 -9	-6%	-$322	﹤0.01%	458
2022 Q1	$5K	Buy	+142	New	+$5.02K	﹤0.01%	470
2021 Q4	–	Hold	0	–	–	–	244

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ODG

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CPCM

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CPWMP

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FWA

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

Raleigh Capital Management's WTMF Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2022, closing a stake of 118 shares — an estimated $4K sold.

Raleigh Capital Management first reported a position in WTMF in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q4 2022.

Raleigh Capital Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 118 WisdomTree Managed Futures Strategy Fund shares in Q4 2022, an estimated $4K.
Raleigh Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2022 and held it in 3 quarters.
Raleigh Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $5K in Q2 2022.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.