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Semmax Financial Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Semmax Financial 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 		– Sell
-75
Closed -$2.65K – 415
2024
Q2 		$2.65K Buy
+75
New +$2.75K ﹤0.01% 314

Other funds holding WTMF

Morgan Stanley
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
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

Semmax Financial Advisors's WTMF Position: Q3 2024 in Review

Semmax Financial Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2024, closing a stake of 75 shares — an estimated $2.65K sold.

Semmax Financial Advisors first reported a position in WTMF in Q2 2024 and held it in 1 quarter. The position peaked at $2.65K in Q2 2024. 64 funds tracked by Wall St. Rank hold WTMF as of Q3 2024.

  • Semmax Financial Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 75 WisdomTree Managed Futures Strategy Fund shares in Q3 2024, an estimated $2.65K.
  • Semmax Financial Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2024 and held it in 1 quarter.
  • Semmax Financial Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $2.65K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.