Telemus Capital’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Telemus Capital’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
2017 Q1	–	Sell	-133,039	Closed	-$5.52M	–	353
2016 Q4	$5.52M	Buy	+133,039	New	+$5.53M	0.75%	21
2016 Q1	–	Sell	-11,585	Closed	-$484K	–	309
2015 Q4	$484K	Buy	+11,585	New	+$482K	0.13%	96

Other funds holding WTMF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

ACM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Telemus Capital's WTMF Position: Q1 2017 in Review

Telemus Capital sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2017, closing a stake of 133,039 shares — an estimated $5.52M sold.

Telemus Capital first reported a position in WTMF in Q4 2015 and held it in 2 quarters. The position peaked at $5.52M in Q4 2016. 36 funds tracked by Wall St. Rank hold WTMF as of Q1 2017.

Telemus Capital reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2017 after selling out during the quarter.
Telemus Capital sold 133,039 WisdomTree Managed Futures Strategy Fund shares in Q1 2017, an estimated $5.52M.
Telemus Capital first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2015 and held it in 2 quarters.
Telemus Capital's WisdomTree Managed Futures Strategy Fund position peaked at $5.52M in Q4 2016.
36 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2017.

Based on Telemus Capital's 13F filing for Q1 2017, filed 18 Apr 2017.