RFM
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Royal Fund Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Royal Fund 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
2017
Q1 		– Sell
-59
Closed -$2K – 483
2016
Q4 		$2K Buy
+59
New +$2.45K ﹤0.01% 355

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Royal Fund Management's WTMF Position: Q1 2017 in Review

Royal Fund Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2017, closing a stake of 59 shares — an estimated $2K sold.

Royal Fund Management first reported a position in WTMF in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 36 funds tracked by Wall St. Rank hold WTMF as of Q1 2017.

  • Royal Fund Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Royal Fund Management sold 59 WisdomTree Managed Futures Strategy Fund shares in Q1 2017, an estimated $2K.
  • Royal Fund Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2016 and held it in 1 quarter.
  • Royal Fund Management's WisdomTree Managed Futures Strategy Fund position peaked at $2K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.