Northwestern Mutual Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Northwestern Mutual Wealth Management’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
2024 Q2	–	Sell	-113	Closed	-$4.24K	–	3850
2024 Q1	$4.24K	Buy	+113	New	+$4.06K	﹤0.01%	2891
2023 Q4	–	Sell	-200	Closed	-$7.04K	–	3696
2023 Q3	$7.04K	Buy	+200	New	+$7.01K	﹤0.01%	2648
2016 Q3	–	Sell	-37	Closed	-$2K	–	1548
2016 Q2	$2K	Buy	+37	New	+$1.57K	﹤0.01%	1876
2015 Q4	–	Sell	-440	Closed	-$18K	–	1873
2015 Q3	$18K	Buy	+440	New	+$18.2K	﹤0.01%	949
2014 Q3	–	Sell	-500	Closed	-$21K	–	1468
2014 Q2	$21K	Hold	500	–	–	﹤0.01%	762
2014 Q1	$21K	Hold	500	–	–	﹤0.01%	756
2013 Q4	$21K	Sell	500 -1,276	-72%	-$52.7K	﹤0.01%	766
2013 Q3	$74K	Buy	+1,776	New	+$74.7K	﹤0.01%	507

Other funds holding WTMF

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's WTMF Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2024, closing a stake of 113 shares — an estimated $4.24K sold.

Northwestern Mutual Wealth Management first reported a position in WTMF in Q3 2013 and held it in 8 quarters. The position peaked at $74K in Q3 2013. 50 funds tracked by Wall St. Rank hold WTMF as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 113 WisdomTree Managed Futures Strategy Fund shares in Q2 2024, an estimated $4.24K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2013 and held it in 8 quarters.
Northwestern Mutual Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $74K in Q3 2013.
50 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.