Sage Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Sage Financial Group’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
2019 Q1	–	Sell	-32,897	Closed	-$1.27M	–	79
2018 Q4	$1.27M	Buy	32,897 +10,056	+44%	+$404K	0.21%	40
2018 Q3	$931K	Buy	22,841 +3,714	+19%	+$150K	0.18%	27
2018 Q2	$762K	Buy	19,127 +1,259	+7%	+$50.1K	0.16%	27
2018 Q1	$707K	Buy	17,868 +1,466	+9%	+$58.5K	0.16%	27
2017 Q4	$657K	Buy	+16,402	New	+$645K	0.13%	33
2017 Q3	–	Hold	0	–	–	–	28
2017 Q2	–	Hold	0	–	–	–	22
2017 Q1	–	Hold	0	–	–	–	24
2016 Q4	–	Hold	0	–	–	–	16

Other funds holding WTMF

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Sage Financial Group's WTMF Position: Q1 2019 in Review

Sage Financial Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2019, closing a stake of 32,897 shares — an estimated $1.27M sold.

Sage Financial Group first reported a position in WTMF in Q4 2017 and held it in 5 quarters. The position peaked at $1.27M in Q4 2018. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

Sage Financial Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
Sage Financial Group sold 32,897 WisdomTree Managed Futures Strategy Fund shares in Q1 2019, an estimated $1.27M.
Sage Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 5 quarters.
Sage Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $1.27M in Q4 2018.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Sage Financial Group's 13F filing for Q1 2019, filed 25 Apr 2019.