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

IHT 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
Q2 		– Sell
-41,298
Closed -$1.41M – 1207
2025
Q1 		$1.41M Sell
41,298
-8,674
-17% -$302K 0.04% 370
2024
Q4 		$1.75M Sell
49,972
-494,990
-91% -$17.6M 0.06% 306
2024
Q3 		$19.4M Buy
544,962
+3,927
+0.7% +$141K 0.55% 31
2024
Q2 		$19.6M Buy
541,035
+470,089
+663% +$17.3M 0.73% 21
2024
Q1 		$2.66M Buy
70,946
+17,216
+32% +$618K 0.11% 200
2023
Q4 		$1.88M Buy
53,730
+22,772
+74% +$788K 0.08% 231
2023
Q3 		$1.09M Buy
+30,958
New +$1.09M 0.06% 331
2018
Q2 		– Sell
-66
Closed -$3K – 1383
2018
Q1 		$3K Hold
66
– – ﹤0.01% 1457
2017
Q4 		$3K Hold
66
– – ﹤0.01% 1447
2017
Q3 		$3K Hold
66
– – ﹤0.01% 1182
2017
Q2 		$536 Hold
66
– – 0.26% 97
2017
Q1 		$3K Buy
66
+33
+100% +$1.33K ﹤0.01% 1045
2016
Q4 		$1K Buy
+33
New +$1.37K ﹤0.01% 1166

Other funds holding WTMF

Morgan Stanley
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's WTMF Position: Q2 2025 in Review

IHT Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2025, closing a stake of 41,298 shares — an estimated $1.41M sold.

IHT Wealth Management first reported a position in WTMF in Q4 2016 and held it in 13 quarters. The position peaked at $19.6M in Q2 2024. 73 funds tracked by Wall St. Rank hold WTMF as of Q2 2025.

  • IHT Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 41,298 WisdomTree Managed Futures Strategy Fund shares in Q2 2025, an estimated $1.41M.
  • IHT Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2016 and held it in 13 quarters.
  • IHT Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $19.6M in Q2 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.