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My Legacy Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

My Legacy Advisors’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
-6,147
Closed -$210K – 225
2025
Q1 		$210K Sell
6,147
-5
-0.1% -$174 0.08% 202
2024
Q4 		$219K Buy
6,152
+109
+2% +$3.88K 0.08% 193
2024
Q3 		$215K Sell
6,043
-11,351
-65% -$407K 0.08% 193
2024
Q2 		$631K Sell
17,394
-1,414
-8% -$51.9K 0.2% 128
2024
Q1 		$705K Sell
18,808
-1,966
-9% -$70.6K 0.24% 123
2023
Q4 		$727K Buy
20,774
+398
+2% +$13.8K 0.26% 115
2023
Q3 		$714K Sell
20,376
-211
-1% -$7.4K 0.29% 104
2023
Q2 		$721K Buy
20,587
+1,120
+6% +$38.4K 0.28% 115
2023
Q1 		$648K Buy
19,467
+7,628
+64% +$248K 0.28% 126
2022
Q4 		$388K Sell
11,839
-828
-7% -$27.3K 0.17% 168
2022
Q3 		$439K Buy
12,667
+2,066
+19% +$72K 0.22% 156
2022
Q2 		$375K Buy
+10,601
New +$379K 0.19% 161

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 $435M AUM 13.65% 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

My Legacy Advisors's WTMF Position: Q2 2025 in Review

My Legacy Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2025, closing a stake of 6,147 shares — an estimated $210K sold.

My Legacy Advisors first reported a position in WTMF in Q2 2022 and held it in 12 quarters. The position peaked at $727K in Q4 2023. 73 funds tracked by Wall St. Rank hold WTMF as of Q2 2025.

  • My Legacy Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 6,147 WisdomTree Managed Futures Strategy Fund shares in Q2 2025, an estimated $210K.
  • My Legacy Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2022 and held it in 12 quarters.
  • My Legacy Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $727K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.