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REAP Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

REAP Financial Group’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 		$386K Sell
9,720
-1,612
-14% -$63K 0.08% 81
2025
Q4 		$431K Sell
11,332
-246
-2% -$9.4K 0.09% 79
2025
Q3 		$439K Sell
11,578
-350
-3% -$12.8K 0.1% 70
2025
Q2 		$421K Sell
11,928
-763
-6% -$26.3K 0.1% 74
2025
Q1 		$433K Sell
12,691
-2,789
-18% -$97.1K 0.11% 72
2024
Q4 		$541K Sell
15,480
-2,327
-13% -$82.7K 0.13% 66
2024
Q3 		$633K Sell
17,807
-1,848
-9% -$66.2K 0.16% 63
2024
Q2 		$713K Sell
19,655
-5,289
-21% -$194K 0.19% 61
2024
Q1 		$935K Sell
24,944
-3,454
-12% -$124K 0.26% 61
2023
Q4 		$996K Buy
+28,398
New +$982K 0.29% 55

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