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TRUADVICE’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

TRUADVICE’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
2023
Q3 		$1.05M Buy
30,646
+19,365
+172% +$679K 0.41% 68
2023
Q2 		$395K Sell
11,281
-1,068
-9% -$36.6K 0.15% 154
2023
Q1 		$419K Buy
12,349
+625
+5% +$20.3K 0.17% 140
2022
Q4 		$373K Buy
11,724
+317
+3% +$10.5K 0.2% 105
2022
Q3 		$379K Sell
11,407
-583
-5% -$20.3K 0.21% 92
2022
Q2 		$417K Sell
11,990
-1,673
-12% -$59.8K 0.22% 90
2022
Q1 		$483K Sell
13,663
-1,040
-7% -$36.7K 0.27% 74
2021
Q4 		$508K Buy
+14,703
New +$533K 0.48% 61

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

TRUADVICE's WTMF Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 172% in Q3 2023, buying an estimated $679K and bringing the position to 30,646 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #68.

TRUADVICE first reported a position in WTMF in Q4 2021 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold WTMF as of Q3 2023.

  • TRUADVICE held 30,646 shares of WisdomTree Managed Futures Strategy Fund worth $1.05M as of Q3 2023.
  • TRUADVICE bought 19,365 WisdomTree Managed Futures Strategy Fund shares in Q3 2023, an estimated $679K.
  • WisdomTree Managed Futures Strategy Fund made up 0.41% of TRUADVICE's portfolio in Q3 2023, its #68 holding.
  • TRUADVICE first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.