Rockland Trust’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Rockland Trust’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	$205K	Sell	5,025 -142	-3%	-$5.79K	0.01%	311
2026 Q1	$205K	Buy	+5,167	New	+$202K	0.01%	302
2025 Q3	–	Sell	-6,024	Closed	-$213K	–	315
2025 Q2	$213K	Buy	+6,024	New	+$208K	0.01%	251
2025 Q1	–	Sell	-59,001	Closed	-$2.06M	–	290
2024 Q4	$2.06M	Buy	+59,001	New	+$2.1M	0.1%	91
2020 Q1	–	Sell	-5,437	Closed	-$202K	–	276
2019 Q4	$202K	Sell	5,437 -2,445	-31%	-$91.8K	0.02%	264
2019 Q3	$301K	Sell	7,882 -2,965	-27%	-$114K	0.03%	225
2019 Q2	$410K	Sell	10,847 -22,677	-68%	-$879K	0.04%	183
2019 Q1	$1.3M	Sell	33,524 -104,963	-76%	-$4.06M	0.14%	106
2018 Q4	$5.37M	Buy	+138,487	New	+$5.57M	0.66%	51

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

Rockland Trust's WTMF Position: Q2 2026 in Review

Rockland Trust reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.7% in Q2 2026, selling an estimated $5.79K and leaving 5,025 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #311.

Rockland Trust first reported a position in WTMF in Q4 2018 and has held it in 9 quarters since. The position peaked at $5.37M in Q4 2018. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Rockland Trust held 5,025 shares of WisdomTree Managed Futures Strategy Fund worth $205K as of Q2 2026.
Rockland Trust sold 142 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $5.79K.
WisdomTree Managed Futures Strategy Fund made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #311 holding.
Rockland Trust first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and has held it in 9 quarters since.
Rockland Trust's WisdomTree Managed Futures Strategy Fund position peaked at $5.37M in Q4 2018.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.