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

Vigilant Capital 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
2019 Q1	–	Sell	-1,900	Closed	-$74K	–	486
2018 Q4	$74K	Buy	+1,900	New	+$76.4K	0.01%	215
2017 Q4	–	Sell	-1,900	Closed	-$74K	–	418
2017 Q3	$74K	Hold	1,900	–	–	0.01%	158
2017 Q2	$74K	Hold	1,900	–	–	0.01%	145
2017 Q1	$76K	Hold	1,900	–	–	0.01%	142
2016 Q4	$79K	Hold	1,900	–	–	0.01%	145
2016 Q3	$80K	Buy	1,900 +325	+21%	+$13.6K	0.01%	147
2016 Q2	$67K	Hold	1,575	–	–	0.01%	150
2016 Q1	$66K	Hold	1,575	–	–	0.01%	132
2015 Q4	$66K	Buy	1,575 +325	+26%	+$13.5K	0.01%	145
2015 Q3	$52K	Hold	1,250	–	–	0.01%	155
2015 Q2	$53K	Buy	+1,250	New	+$54.7K	0.01%	176

Other funds holding WTMF

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

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CIM

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

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

ODG

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Vigilant Capital Management's WTMF Position: Q1 2019 in Review

Vigilant Capital Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2019, closing a stake of 1,900 shares — an estimated $74K sold.

Vigilant Capital Management first reported a position in WTMF in Q2 2015 and held it in 11 quarters. The position peaked at $80K in Q3 2016. 53 funds tracked by Wall St. Rank hold WTMF as of Q1 2019.

Vigilant Capital Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2019 after selling out during the quarter.
Vigilant Capital Management sold 1,900 WisdomTree Managed Futures Strategy Fund shares in Q1 2019, an estimated $74K.
Vigilant Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2015 and held it in 11 quarters.
Vigilant Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $80K in Q3 2016.
53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2019.

Based on Vigilant Capital Management's 13F filing for Q1 2019, filed 9 Apr 2019.