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

Transamerica 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
2015 Q2	–	Sell	-1,795	Closed	-$80K	–	938
2015 Q1	$80K	Sell	1,795 -806	-31%	-$35.3K	0.01%	388
2014 Q4	$114K	Buy	2,601 +2,003	+335%	+$87.1K	0.01%	317
2014 Q3	$27K	Buy	+598	New	+$25.3K	﹤0.01%	388
2013 Q4	–	Sell	-2,150	Closed	-$90K	–	638
2013 Q3	$90K	Buy	+2,150	New	+$90.4K	0.01%	276

Other funds holding WTMF

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

BCI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Transamerica Financial Advisors's WTMF Position: Q2 2015 in Review

Transamerica Financial Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2015, closing a stake of 1,795 shares — an estimated $80K sold.

Transamerica Financial Advisors first reported a position in WTMF in Q3 2013 and held it in 4 quarters. The position peaked at $114K in Q4 2014. 35 funds tracked by Wall St. Rank hold WTMF as of Q2 2015.

Transamerica Financial Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 1,795 WisdomTree Managed Futures Strategy Fund shares in Q2 2015, an estimated $80K.
Transamerica Financial Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2013 and held it in 4 quarters.
Transamerica Financial Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $114K in Q4 2014.
35 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2015.

Based on Transamerica Financial Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.