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Freedom Investment Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Freedom Investment 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
Q3 		– Sell
-6,540
Closed -$231K – 718
2025
Q2 		$231K Buy
6,540
+18
+0.3% +$620 0.02% 665
2025
Q1 		$223K Buy
+6,522
New +$227K 0.02% 682
2022
Q4 		– Sell
-6,686
Closed -$230K – 797
2022
Q3 		$230K Buy
+6,686
New +$233K 0.03% 632

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ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Freedom Investment Management's WTMF Position: Q3 2025 in Review

Freedom Investment Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2025, closing a stake of 6,540 shares — an estimated $231K sold.

Freedom Investment Management first reported a position in WTMF in Q3 2022 and held it in 3 quarters. The position peaked at $231K in Q2 2025. 70 funds tracked by Wall St. Rank hold WTMF as of Q3 2025.

  • Freedom Investment Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,540 WisdomTree Managed Futures Strategy Fund shares in Q3 2025, an estimated $231K.
  • Freedom Investment Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2022 and held it in 3 quarters.
  • Freedom Investment Management's WisdomTree Managed Futures Strategy Fund position peaked at $231K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.