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Wealthcare Advisory Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Wealthcare Advisory Partners’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
2018
Q4 		– Sell
-133
Closed -$5K – 1287
2018
Q3 		$5K Buy
+133
New +$5.36K ﹤0.01% 1009

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CIM
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GC
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Envestnet Asset Management
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's WTMF Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2018, closing a stake of 133 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in WTMF in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 61 funds tracked by Wall St. Rank hold WTMF as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 133 WisdomTree Managed Futures Strategy Fund shares in Q4 2018, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2018 and held it in 1 quarter.
  • Wealthcare Advisory Partners's WisdomTree Managed Futures Strategy Fund position peaked at $5K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.