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 New York $1.89T AUM 35.08% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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. 68 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.
68 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.