Tarbox Family Office’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Tarbox Family Office’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
2016 Q4	–	Sell	-5,823	Closed	-$245K	–	575
2016 Q3	$245K	Hold	5,823	–	–	0.16%	42
2016 Q2	$248K	Hold	5,823	–	–	0.18%	41
2016 Q1	$244K	Buy	+5,823	New	+$245K	0.18%	44

Other funds holding WTMF

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Tarbox Family Office's WTMF Position: Q4 2016 in Review

Tarbox Family Office sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2016, closing a stake of 5,823 shares — an estimated $245K sold.

Tarbox Family Office first reported a position in WTMF in Q1 2016 and held it in 3 quarters. The position peaked at $248K in Q2 2016. 42 funds tracked by Wall St. Rank hold WTMF as of Q4 2016.

Tarbox Family Office reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2016 after selling out during the quarter.
Tarbox Family Office sold 5,823 WisdomTree Managed Futures Strategy Fund shares in Q4 2016, an estimated $245K.
Tarbox Family Office first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2016 and held it in 3 quarters.
Tarbox Family Office's WisdomTree Managed Futures Strategy Fund position peaked at $248K in Q2 2016.
42 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2016.

Based on Tarbox Family Office's 13F filing for Q4 2016, filed 1 Feb 2017.