U.S. Capital Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

U.S. Capital Wealth 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
2022 Q3	–	Sell	-57,374	Closed	-$2.01M	–	695
2022 Q2	$2.01M	Hold	57,374	–	–	0.09%	214
2022 Q1	$2.06M	Hold	57,374	–	–	0.08%	243
2021 Q4	$2.03M	Sell	57,374 -10,867	-16%	-$394K	0.08%	254
2021 Q3	$2.76M	Buy	+68,241	New	+$2.81M	0.12%	196

Other funds holding WTMF

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's WTMF Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2022, closing a stake of 57,374 shares — an estimated $2.01M sold.

U.S. Capital Wealth Advisors first reported a position in WTMF in Q3 2021 and held it in 4 quarters. The position peaked at $2.76M in Q3 2021. 44 funds tracked by Wall St. Rank hold WTMF as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 57,374 WisdomTree Managed Futures Strategy Fund shares in Q3 2022, an estimated $2.01M.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $2.76M in Q3 2021.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.