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

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

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

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

Cetera Investment Advisers

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

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

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return