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Sullivan, Bruyette, Speros & Blaney’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q4 		– Sell
-2,858
Closed -$109K – 350
2019
Q3 		$109K Buy
+2,858
New +$110K 0.01% 321

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LPWM
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Royal Bank of Canada
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CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
ODG
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's WTMF Position: Q4 2019 in Review

Sullivan, Bruyette, Speros & Blaney sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2019, closing a stake of 2,858 shares — an estimated $109K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in WTMF in Q3 2019 and held it in 1 quarter. The position peaked at $109K in Q3 2019. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2019.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 2,858 WisdomTree Managed Futures Strategy Fund shares in Q4 2019, an estimated $109K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2019 and held it in 1 quarter.
  • Sullivan, Bruyette, Speros & Blaney's WisdomTree Managed Futures Strategy Fund position peaked at $109K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2019.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q4 2019, filed 13 Feb 2020.