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Raymond James & Associates’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Raymond James & Associates’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
2018
Q4 		– Sell
-19,710
Closed -$803K – 3712
2018
Q3 		$803K Buy
+19,710
New +$794K ﹤0.01% 2394
2018
Q2 		– Sell
-65,548
Closed -$2.59M – 3681
2018
Q1 		$2.59M Buy
65,548
+27,304
+71% +$1.09M ﹤0.01% 1546
2017
Q4 		$1.53M Buy
+38,244
New +$1.5M ﹤0.01% 1861

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James & Associates's WTMF Position: Q4 2018 in Review

Raymond James & Associates sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2018, closing a stake of 19,710 shares — an estimated $803K sold.

Raymond James & Associates first reported a position in WTMF in Q4 2017 and held it in 3 quarters. The position peaked at $2.59M in Q1 2018. 61 funds tracked by Wall St. Rank hold WTMF as of Q4 2018.

  • Raymond James & Associates reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Raymond James & Associates sold 19,710 WisdomTree Managed Futures Strategy Fund shares in Q4 2018, an estimated $803K.
  • Raymond James & Associates first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 3 quarters.
  • Raymond James & Associates's WisdomTree Managed Futures Strategy Fund position peaked at $2.59M in Q1 2018.
  • 61 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2018.

Based on Raymond James & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.