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Invenio Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Invenio Wealth 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
2026
Q1 		$302K Hold
7,621
– – 0.12% 72
2025
Q4 		$290K Hold
7,621
– – 0.11% 80
2025
Q3 		$289K Sell
7,621
-5,300
-41% -$193K 0.11% 81
2025
Q2 		$456K Hold
12,921
– – 0.18% 61
2025
Q1 		$441K Hold
12,921
– – 0.19% 53
2024
Q4 		$451K Sell
12,921
-201,373
-94% -$7.16M 0.19% 55
2024
Q3 		$7.61M Buy
214,294
+14,575
+7% +$522K 3.29% 11
2024
Q2 		$7.24M Buy
199,719
+62,341
+45% +$2.29M 3.59% 10
2024
Q1 		$5.15M Buy
+137,378
New +$4.93M 2.78% 14

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T
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OIA
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SA
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CPA
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
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return