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Ethos Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Ethos Financial Group’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 		$1.52M Sell
39,689
-25
-0.1% -$977 0.11% 160
2025
Q4 		$1.51M Sell
39,714
-48
-0.1% -$1.83K 0.11% 160
2025
Q3 		$1.51M Sell
39,762
-2,680
-6% -$97.8K 0.12% 143
2025
Q2 		$1.5M Sell
42,442
-3,769
-8% -$130K 0.13% 143
2025
Q1 		$1.59M Buy
46,211
+32,572
+239% +$1.13M 0.15% 130
2024
Q4 		$476K Sell
13,639
-269,286
-95% -$9.58M 0.06% 158
2024
Q3 		$10.1M Buy
282,925
+10,433
+4% +$374K 1.66% 18
2024
Q2 		$9.88M Buy
272,492
+11,752
+5% +$431K 1.74% 15
2024
Q1 		$9.78M Buy
260,740
+19,792
+8% +$711K 1.85% 11
2023
Q4 		$8.45M Buy
+240,948
New +$8.33M 1.8% 13

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