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

WealthPLAN 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
2015
Q2 		– Sell
-25
Closed -$1K – 514
2015
Q1 		$1K Buy
+25
New +$1.1K ﹤0.01% 521

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WealthPLAN Partners's WTMF Position: Q2 2015 in Review

WealthPLAN Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

WealthPLAN Partners first reported a position in WTMF in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 35 funds tracked by Wall St. Rank hold WTMF as of Q2 2015.

  • WealthPLAN Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 25 WisdomTree Managed Futures Strategy Fund shares in Q2 2015, an estimated $1K.
  • WealthPLAN Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's WisdomTree Managed Futures Strategy Fund position peaked at $1K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.