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EntreWealth’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

EntreWealth’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
Q2 		– Sell
-6,956
Closed -$237K – 68
2025
Q1 		$237K Sell
6,956
-2,950
-30% -$103K 0.18% 56
2024
Q4 		$351K Buy
+9,906
New +$352K 0.32% 45

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EntreWealth's WTMF Position: Q2 2025 in Review

EntreWealth sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2025, closing a stake of 6,956 shares — an estimated $237K sold.

EntreWealth first reported a position in WTMF in Q4 2024 and held it in 2 quarters. The position peaked at $351K in Q4 2024. 73 funds tracked by Wall St. Rank hold WTMF as of Q2 2025.

  • EntreWealth reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • EntreWealth sold 6,956 WisdomTree Managed Futures Strategy Fund shares in Q2 2025, an estimated $237K.
  • EntreWealth first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and held it in 2 quarters.
  • EntreWealth's WisdomTree Managed Futures Strategy Fund position peaked at $351K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2025.

Based on EntreWealth's 13F filing for Q2 2025, filed 6 Aug 2025.