Raymond James Financial Services Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$2.03M	Buy	57,237 +1,514	+3%	+$54.2K	﹤0.01%	1717
2024 Q2	$2.02M	Sell	55,723 -1,833	-3%	-$67.3K	﹤0.01%	1662
2024 Q1	$2.16M	Sell	57,556 -7,176	-11%	-$258K	﹤0.01%	1601
2023 Q4	$2.27M	Buy	64,732 +37,070	+134%	+$1.28M	﹤0.01%	1509
2023 Q3	$974K	Hold	27,662	–	–	﹤0.01%	1926
2023 Q2	$968K	Buy	27,662 +1,169	+4%	+$40.1K	﹤0.01%	1944
2023 Q1	$889K	Hold	26,493	–	–	﹤0.01%	1984
2022 Q4	$835K	Buy	26,493 +1,281	+5%	+$42.3K	﹤0.01%	1957
2022 Q3	$868K	Hold	25,212	–	–	﹤0.01%	1898
2022 Q2	$885K	Sell	25,212 -8,061	-24%	-$288K	﹤0.01%	1911
2022 Q1	$1.2M	Buy	33,273 +9,028	+37%	+$319K	﹤0.01%	1825
2021 Q4	$859K	Buy	24,245 +3,530	+17%	+$128K	﹤0.01%	2072
2021 Q3	$849K	Buy	20,715 +356	+2%	+$14.7K	﹤0.01%	2067
2021 Q2	$843K	Buy	20,359 +5,489	+37%	+$223K	﹤0.01%	2056
2021 Q1	$579K	Hold	14,870	–	–	﹤0.01%	2194
2020 Q4	$552K	Buy	14,870 +70	+0.5%	+$2.5K	﹤0.01%	2079
2020 Q3	$518K	Buy	+14,800	New	+$520K	﹤0.01%	1950
2017 Q4	–	Sell	-12,015	Closed	-$466K	–	2722
2017 Q3	$466K	Sell	12,015 -906	-7%	-$35.1K	﹤0.01%	1760
2017 Q2	$504K	Buy	12,921 +4,678	+57%	+$185K	﹤0.01%	1665
2017 Q1	$328K	Buy	8,243 +469	+6%	+$18.9K	﹤0.01%	1848
2016 Q4	$322K	Sell	7,774 -5,158	-40%	-$214K	﹤0.01%	1773
2016 Q3	$544K	Sell	12,932 -296	-2%	-$12.4K	﹤0.01%	1454
2016 Q2	$562K	Sell	13,228 -7,669	-37%	-$326K	0.01%	1360
2016 Q1	$875K	Sell	20,897 -6,879	-25%	-$290K	0.01%	968
2015 Q4	$1.16M	Buy	+27,776	New	+$1.16M	0.01%	865

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Raymond James Financial Services Advisors's WTMF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.7% in Q3 2024, buying an estimated $54.2K and bringing the position to 57,237 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Raymond James Financial Services Advisors first reported a position in WTMF in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.27M in Q4 2023. 64 funds tracked by Wall St. Rank hold WTMF as of Q3 2024.

Raymond James Financial Services Advisors held 57,237 shares of WisdomTree Managed Futures Strategy Fund worth $2.03M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,514 WisdomTree Managed Futures Strategy Fund shares in Q3 2024, an estimated $54.2K.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1717 holding.
Raymond James Financial Services Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and has held it in 25 quarters since.
Raymond James Financial Services Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $2.27M in Q4 2023.
64 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.