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

Harbour 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
2026 Q1	$718K	Buy	18,104 +3,175	+21%	+$124K	0.01%	890
2025 Q4	$568K	Buy	14,929 +1,439	+11%	+$55K	0.01%	804
2025 Q3	$511K	Buy	13,490 +2,506	+23%	+$91.5K	0.01%	814
2025 Q2	$388K	Buy	10,984 +1,301	+13%	+$44.8K	0.01%	874
2025 Q1	$330K	Buy	9,683 +1,786	+23%	+$62.2K	0.01%	878
2024 Q4	$276K	Buy	7,897 +90	+1%	+$3.2K	0.01%	898
2024 Q3	$277K	Buy	7,807 +1,849	+31%	+$66.2K	0.01%	880
2024 Q2	$216K	Buy	5,958 +1,199	+25%	+$44K	0.01%	920
2024 Q1	$178K	Buy	4,759 +2,477	+109%	+$88.9K	0.01%	963
2023 Q4	$80K	Buy	+2,282	New	+$78.9K	﹤0.01%	1231
2023 Q3	–	Sell	-116	Closed	-$4.06K	–	3114
2023 Q2	$4.06K	Sell	116 -266	-70%	-$9.11K	﹤0.01%	2347
2023 Q1	$12.8K	Hold	382	–	–	﹤0.01%	1912
2022 Q4	$12K	Buy	+382	New	+$12.6K	﹤0.01%	1875
2021 Q4	–	Sell	-45	Closed	-$2K	–	3733
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	3382
2021 Q2	$2K	Sell	45 -28,048	-100%	-$1.14M	﹤0.01%	3445
2021 Q1	$1.09M	Buy	+28,093	New	+$1.09M	0.04%	390

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Cetera Investment Advisers

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return