Upper Left Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Upper Left Wealth Management’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 Q4	–	Sell	-29,225	Closed	-$1M	–	57
2022 Q3	$1M	Sell	29,225 -431	-1%	-$15K	1.3%	25
2022 Q2	$1.04M	Buy	29,656 +1,560	+6%	+$55.7K	1.21%	26
2022 Q1	$1.01M	Buy	+28,096	New	+$993K	1.04%	29

Other funds holding WTMF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWA

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

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

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

Upper Left Wealth Management's WTMF Position: Q4 2022 in Review

Upper Left Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2022, closing a stake of 29,225 shares — an estimated $1M sold.

Upper Left Wealth Management first reported a position in WTMF in Q1 2022 and held it in 3 quarters. The position peaked at $1.04M in Q2 2022. 44 funds tracked by Wall St. Rank hold WTMF as of Q4 2022.

Upper Left Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2022 after selling out during the quarter.
Upper Left Wealth Management sold 29,225 WisdomTree Managed Futures Strategy Fund shares in Q4 2022, an estimated $1M.
Upper Left Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2022 and held it in 3 quarters.
Upper Left Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $1.04M in Q2 2022.
44 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2022.

Based on Upper Left Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.