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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cardinal Point Capital Management's WTMF Position: Q4 2025 in Review

Cardinal Point Capital Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025, closing a stake of 6,530 shares — an estimated $251K sold.

Cardinal Point Capital Management first reported a position in WTMF in Q4 2022 and held it in 12 quarters. The position peaked at $4.98M in Q4 2023. 78 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

  • Cardinal Point Capital Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 6,530 WisdomTree Managed Futures Strategy Fund shares in Q4 2025, an estimated $251K.
  • Cardinal Point Capital Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2022 and held it in 12 quarters.
  • Cardinal Point Capital Management's WisdomTree Managed Futures Strategy Fund position peaked at $4.98M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Cardinal Point Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.