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

Endowment 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 		$679K Sell
17,099
-366
-2% -$14.3K 0.3% 65
2025
Q4 		$664K Buy
17,465
+1,241
+8% +$47.4K 0.31% 68
2025
Q3 		$615K Buy
16,224
+187
+1% +$6.83K 0.28% 74
2025
Q2 		$566K Sell
16,037
-534
-3% -$18.4K 0.29% 71
2025
Q1 		$566K Buy
16,571
+1,439
+10% +$50.1K 0.36% 63
2024
Q4 		$529K Buy
15,132
+611
+4% +$21.7K 0.36% 63
2024
Q3 		$516K Sell
14,521
-93
-0.6% -$3.33K 0.34% 64
2024
Q2 		$530K Sell
14,614
-369
-2% -$13.5K 0.39% 64
2024
Q1 		$562K Sell
14,983
-1,854
-11% -$66.6K 0.42% 58
2023
Q4 		$590K Sell
16,837
-1,030
-6% -$35.6K 0.49% 50
2023
Q3 		$629K Sell
17,867
-542
-3% -$19K 0.56% 46
2023
Q2 		$644K Sell
18,409
-607
-3% -$20.8K 0.59% 40
2023
Q1 		$636K Buy
19,016
+799
+4% +$25.9K 0.64% 36
2022
Q4 		$574K Buy
18,217
+740
+4% +$24.4K 0.63% 35
2022
Q3 		$602K Buy
17,477
+304
+2% +$10.6K 0.73% 32
2022
Q2 		$603K Buy
17,173
+1,530
+10% +$54.7K 0.73% 29
2022
Q1 		$562K Buy
15,643
+6,071
+63% +$214K 0.59% 39
2021
Q4 		$339K Buy
+9,572
New +$347K 0.34% 61

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