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Stratos Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Stratos Wealth 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
2022
Q2 		– Sell
-121,329
Closed -$4.36M – 562
2022
Q1 		$4.36M Sell
121,329
-1,048
-0.9% -$37K 0.35% 74
2021
Q4 		$4.34M Buy
+122,377
New +$4.43M 0.31% 80

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Stratos Wealth Advisors's WTMF Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2022, closing a stake of 121,329 shares — an estimated $4.36M sold.

Stratos Wealth Advisors first reported a position in WTMF in Q4 2021 and held it in 2 quarters. The position peaked at $4.36M in Q1 2022. 49 funds tracked by Wall St. Rank hold WTMF as of Q2 2022.

  • Stratos Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 121,329 WisdomTree Managed Futures Strategy Fund shares in Q2 2022, an estimated $4.36M.
  • Stratos Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and held it in 2 quarters.
  • Stratos Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $4.36M in Q1 2022.
  • 49 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.