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

Centric 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
2026
Q1 		$369K Sell
9,048
-505
-5% -$19.7K 0.07% 147
2025
Q4 		$369K Sell
9,553
-1,383
-13% -$52.8K 0.08% 142
2025
Q3 		$416K Sell
10,936
-822
-7% -$30K 0.09% 135
2025
Q2 		$426K Sell
11,758
-1,616
-12% -$55.7K 0.1% 128
2025
Q1 		$456K Sell
13,374
-523
-4% -$18.2K 0.12% 113
2024
Q4 		$485K Sell
13,897
-762
-5% -$27.1K 0.13% 116
2024
Q3 		$517K Sell
14,659
-277,626
-95% -$9.94M 0.14% 109
2024
Q2 		$10.5M Buy
292,285
+7,654
+3% +$281K 3.04% 5
2024
Q1 		$10.4M Sell
284,631
-5,013
-2% -$180K 3.31% 4
2023
Q4 		$10.2M Buy
+289,644
New +$10M 3.35% 3

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return