Fidelity Investments
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Fidelity Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Fidelity Investments’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
-1
Closed -$35 – 5713
2024
Q4 		$35 Hold
1
– – ﹤0.01% 5255
2024
Q3 		$36 Buy
+1
New +$36 ﹤0.01% 5247
2024
Q1 		– Sell
-1
Closed -$35 – 5750
2023
Q4 		$35 Buy
+1
New +$35 ﹤0.01% 5086
2023
Q3 		– Sell
-2
Closed -$70 – 5549
2023
Q2 		$70 Buy
+2
New +$69 ﹤0.01% 4990
2019
Q2 		– Sell
-2
Closed – – 4224
2019
Q1 		$0 Buy
2
+1
+100% +$39 ﹤0.01% 4274
2018
Q4 		$0 Buy
+1
New +$40 ﹤0.01% 4230

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

Fidelity Investments's WTMF Position: Q1 2025 in Review

Fidelity Investments sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 1 share — an estimated $35 sold.

Fidelity Investments first reported a position in WTMF in Q4 2018 and held it in 6 quarters. The position peaked at $70 in Q2 2023. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

  • Fidelity Investments reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 WisdomTree Managed Futures Strategy Fund share in Q1 2025, an estimated $35.
  • Fidelity Investments first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and held it in 6 quarters.
  • Fidelity Investments's WisdomTree Managed Futures Strategy Fund position peaked at $70 in Q2 2023.
  • 67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.