CA
WTMF icon

Continuum Advisory’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Continuum Advisory’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
-2
Closed -$67 – 1958
2024
Q4 		$67 Hold
2
– – ﹤0.01% 1825
2024
Q3 		$68 Sell
2
-444
-100% -$15.9K ﹤0.01% 1887
2024
Q2 		$16.2K Hold
446
– – ﹤0.01% 834
2024
Q1 		$16.4K Buy
+446
New +$16K ﹤0.01% 819

Other funds holding WTMF

Morgan Stanley
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

Continuum Advisory's WTMF Position: Q1 2025 in Review

Continuum Advisory sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 2 shares — an estimated $67 sold.

Continuum Advisory first reported a position in WTMF in Q1 2024 and held it in 4 quarters. The position peaked at $16.4K in Q1 2024. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

  • Continuum Advisory reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 2 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $67.
  • Continuum Advisory first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's WisdomTree Managed Futures Strategy Fund position peaked at $16.4K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.