Global Retirement Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Global Retirement Partners’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 Q4	$9.51K	Hold	250	–	–	﹤0.01%	3176
2025 Q3	$9.47K	Hold	250	–	–	﹤0.01%	2731
2025 Q2	$8.83K	Buy	+250	New	+$8.61K	﹤0.01%	2664
2024 Q4	$1.08K	Hold	31	–	–	﹤0.01%	3260
2024 Q3	$1.1K	Hold	31	–	–	﹤0.01%	3120
2024 Q2	$1.12K	Sell	31 -8	-21%	-$294	﹤0.01%	3133
2024 Q1	$1.46K	Buy	39 +3	+8%	+$108	﹤0.01%	2864
2023 Q4	$1.26K	Buy	+36	New	+$1.25K	﹤0.01%	2832

Other funds holding WTMF

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OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return