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

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 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. 14 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.
14 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.