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

Raffa 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
2026 Q2	$1.52K	Hold	37	–	–	﹤0.01%	909
2026 Q1	$1.48K	Hold	37	–	–	﹤0.01%	838
2025 Q4	$1.42K	Sell	37 -42	-53%	-$1.6K	﹤0.01%	839
2025 Q3	$2.98K	Hold	79	–	–	﹤0.01%	608
2025 Q2	$2.77K	Hold	79	–	–	﹤0.01%	621
2025 Q1	$2.68K	Buy	79 +74	+1,480%	+$2.58K	﹤0.01%	561
2024 Q4	$188	Sell	5 -68	-93%	-$2.42K	﹤0.01%	1083
2024 Q3	$2.59K	Buy	73 +2	+3%	+$72	﹤0.01%	563
2024 Q2	$2.57K	Buy	71 +3	+4%	+$110	﹤0.01%	656
2024 Q1	$2.54K	Buy	+68	New	+$2.44K	﹤0.01%	651

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

SPW

Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raffa Wealth Management's WTMF Position: Q2 2026 in Review

Raffa Wealth Management held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 37 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Raffa Wealth Management first reported a position in WTMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.98K in Q3 2025. 82 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Raffa Wealth Management held 37 shares of WisdomTree Managed Futures Strategy Fund worth $1.52K as of Q2 2026.
Raffa Wealth Management left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #909 holding.
Raffa Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2024 and has held it in 10 quarters since.
Raffa Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.98K in Q3 2025.
82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.