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Householder Group Estate & Retirement Specialist’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-32
Closed -$1K – 1242
2024
Q3 		$1K Buy
+32
New +$1.15K ﹤0.01% 1133

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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WTMF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 32 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in WTMF in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 73 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 32 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's WisdomTree Managed Futures Strategy Fund position peaked at $1K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.