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

FLP 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
2025
Q1 		– Sell
-313
Closed -$10.9K – 462
2024
Q4 		$10.9K Buy
+313
New +$11.1K 0.03% 228

Other funds holding WTMF

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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

FLP Wealth Management's WTMF Position: Q1 2025 in Review

FLP Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 313 shares — an estimated $10.9K sold.

FLP Wealth Management first reported a position in WTMF in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

  • FLP Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 313 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $10.9K.
  • FLP Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $10.9K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.