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

Avior 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
2025 Q1	–	Sell	-3,880	Closed	-$136K	–	2356
2024 Q4	$136K	Buy	3,880 +280	+8%	+$9.96K	0.01%	809
2024 Q3	$128K	Hold	3,600	–	–	0.01%	816
2024 Q2	$131K	Sell	3,600 -1,636	-31%	-$60.1K	0.01%	786
2024 Q1	$196K	Buy	+5,236	New	+$188K	0.01%	714
2023 Q4	–	Sell	-1,149	Closed	-$40.5K	–	1673
2023 Q3	$40.5K	Buy	1,149 +40	+4%	+$1.4K	﹤0.01%	799
2023 Q2	$38.8K	Buy	1,109 +133	+14%	+$4.56K	﹤0.01%	820
2023 Q1	$32.8K	Buy	+976	New	+$31.7K	﹤0.01%	868

Other funds holding WTMF

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ODG

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CIM

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

Avior Wealth Management's WTMF Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 3,880 shares — an estimated $136K sold.

Avior Wealth Management first reported a position in WTMF in Q1 2023 and held it in 7 quarters. The position peaked at $196K in Q1 2024. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

Avior Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,880 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $136K.
Avior Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2023 and held it in 7 quarters.
Avior Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $196K in Q1 2024.
67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.