Q1WB
WTMF icon

Quest 10 Wealth Builders’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Quest 10 Wealth Builders’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
-1
Closed -$34 – 812
2025
Q1 		$34 Sell
1
-5
-83% -$174 ﹤0.01% 768
2024
Q4 		$210 Buy
+6
New +$213 ﹤0.01% 693

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 $481M AUM 18.41% 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

Quest 10 Wealth Builders's WTMF Position: Q2 2025 in Review

Quest 10 Wealth Builders sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2025, closing a stake of 1 share — an estimated $34 sold.

Quest 10 Wealth Builders first reported a position in WTMF in Q4 2024 and held it in 2 quarters. The position peaked at $210 in Q4 2024. 73 funds tracked by Wall St. Rank hold WTMF as of Q2 2025.

  • Quest 10 Wealth Builders reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 1 WisdomTree Managed Futures Strategy Fund share in Q2 2025, an estimated $34.
  • Quest 10 Wealth Builders first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and held it in 2 quarters.
  • Quest 10 Wealth Builders's WisdomTree Managed Futures Strategy Fund position peaked at $210 in Q4 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2025, filed 20 Oct 2025.