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Larson Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Larson Financial Group’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 		– Sell
-161
Closed -$6.08K – 3688
2025
Q3 		$6.08K Hold
161
– – ﹤0.01% 2279
2025
Q2 		$5.67K Hold
161
– – ﹤0.01% 2037
2025
Q1 		$5.48K Hold
161
– – ﹤0.01% 1860
2024
Q4 		$5.61K Buy
161
+6
+4% +$213 ﹤0.01% 1639
2024
Q3 		$5.51K Buy
+155
New +$5.55K ﹤0.01% 1657

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Larson Financial Group's WTMF Position: Q4 2025 in Review

Larson Financial Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025, closing a stake of 161 shares — an estimated $6.08K sold.

Larson Financial Group first reported a position in WTMF in Q3 2024 and held it in 5 quarters. The position peaked at $6.08K in Q3 2025. 78 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

  • Larson Financial Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 161 WisdomTree Managed Futures Strategy Fund shares in Q4 2025, an estimated $6.08K.
  • Larson Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 5 quarters.
  • Larson Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $6.08K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.