MML Investors Services
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MML Investors Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

MML Investors Services’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 		$244K Buy
6,158
+628
+11% +$24.6K ﹤0.01% 2696
2025
Q4 		$210K Sell
5,530
-28,793
-84% -$1.1M ﹤0.01% 2859
2025
Q3 		$1.3M Buy
34,323
+5,344
+18% +$195K ﹤0.01% 1550
2025
Q2 		$1.02M Buy
28,979
+17,142
+145% +$591K ﹤0.01% 1643
2025
Q1 		$404K Buy
+11,837
New +$412K ﹤0.01% 2127
2024
Q3 		– Sell
-9,088
Closed -$330K – 2640
2024
Q2 		$330K Sell
9,088
-3,215
-26% -$118K ﹤0.01% 2025
2024
Q1 		$461K Sell
12,303
-6,116
-33% -$220K ﹤0.01% 1839
2023
Q4 		$646K Buy
18,419
+2,298
+14% +$79.5K ﹤0.01% 1605
2023
Q3 		$568K Buy
+16,121
New +$565K ﹤0.01% 1549
2023
Q2 		– Sell
-55,472
Closed -$1.86M – 2351
2023
Q1 		$1.86M Sell
55,472
-19,197
-26% -$623K 0.01% 807
2022
Q4 		$2.35M Buy
74,669
+23,311
+45% +$769K 0.02% 763
2022
Q3 		$1.77M Buy
51,358
+32,832
+177% +$1.14M 0.01% 806
2022
Q2 		$650K Buy
18,526
+2,887
+18% +$103K ﹤0.01% 1271
2022
Q1 		$562K Buy
15,639
+5,021
+47% +$177K ﹤0.01% 1392
2021
Q4 		$376K Buy
10,618
+4,850
+84% +$176K ﹤0.01% 1565
2021
Q3 		$236K Buy
+5,768
New +$237K ﹤0.01% 1774

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
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 $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return