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 Q3	$211K	Sell	5,006 -19	-0.4%	-$790	0.01%	313
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 $480M AUM 11.7% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Rockland Trust's WTMF Position: Q3 2026 in Review

Rockland Trust reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.38% in Q3 2026, selling an estimated $790 and leaving 5,006 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #313.

Rockland Trust first reported a position in WTMF in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.37M in Q4 2018. 20 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

Rockland Trust held 5,006 shares of WisdomTree Managed Futures Strategy Fund worth $211K as of Q3 2026.
Rockland Trust sold 19 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $790.
WisdomTree Managed Futures Strategy Fund made up 0.01% of Rockland Trust's portfolio in Q3 2026, its #313 holding.
Rockland Trust first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and has held it in 10 quarters since.
Rockland Trust's WisdomTree Managed Futures Strategy Fund position peaked at $5.37M in Q4 2018.
20 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.