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Wealthspire Advisors (Maryland)’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-5,587
Closed -$217K – 2575
2017
Q3 		$217K Buy
+5,587
New +$217K 0.02% 447

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WTMF Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2017, closing a stake of 5,587 shares — an estimated $217K sold.

Wealthspire Advisors (Maryland) first reported a position in WTMF in Q3 2017 and held it in 1 quarter. The position peaked at $217K in Q3 2017. 48 funds tracked by Wall St. Rank hold WTMF as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,587 WisdomTree Managed Futures Strategy Fund shares in Q4 2017, an estimated $217K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s WisdomTree Managed Futures Strategy Fund position peaked at $217K in Q3 2017.
  • 48 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.