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

Cardinal Point 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
2025 Q4	–	Sell	-6,530	Closed	-$251K	–	284
2025 Q3	$251K	Hold	6,530	–	–	0.02%	230
2025 Q2	$231K	Sell	6,530 -230	-3%	-$7.92K	0.02%	218
2025 Q1	$231K	Hold	6,760	–	–	0.02%	169
2024 Q4	$236K	Hold	6,760	–	–	0.04%	81
2024 Q3	$240K	Hold	6,760	–	–	0.04%	74
2024 Q2	$245K	Sell	6,760 -3,670	-35%	-$135K	0.04%	66
2024 Q1	$391K	Sell	10,430 -131,677	-93%	-$4.73M	0.07%	54
2023 Q4	$4.98M	Buy	142,107 +1,450	+1%	+$50.2K	1.21%	12
2023 Q3	$4.95M	Buy	140,657 +7,970	+6%	+$280K	1.3%	9
2023 Q2	$4.64M	Sell	132,687 -2,565	-2%	-$87.9K	1.4%	9
2023 Q1	$4.54M	Buy	135,252 +7,720	+6%	+$251K	1.38%	10
2022 Q4	$4.02M	Buy	+127,532	New	+$4.21M	1.39%	9

Other funds holding WTMF

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Cetera Investment Advisers

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

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return