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&Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

&Partners’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 		$407K Sell
10,264
-1,072
-9% -$41.9K ﹤0.01% 1812
2025
Q4 		$425K Buy
11,336
+557
+5% +$21.3K ﹤0.01% 1720
2025
Q3 		$408K Sell
10,779
-516
-5% -$18.8K ﹤0.01% 1585
2025
Q2 		$399K Sell
11,295
-1,892
-14% -$65.2K ﹤0.01% 1464
2025
Q1 		$453K Sell
13,187
-11,947
-48% -$416K ﹤0.01% 1182
2024
Q4 		$884K Sell
25,134
-7,123
-22% -$253K 0.01% 822
2024
Q3 		$1.15M Sell
32,257
-9,168
-22% -$328K 0.02% 526
2024
Q2 		$1.5M Buy
41,425
+11,312
+38% +$415K 0.07% 250
2024
Q1 		$1.13M Buy
+30,113
New +$1.08M 0.16% 137

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