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RWA Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

RWA Wealth Partners’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
2024
Q4 		– Sell
-6,300
Closed -$224K – 598
2024
Q3 		$224K Buy
+6,300
New +$226K ﹤0.01% 527

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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RWA Wealth Partners's WTMF Position: Q4 2024 in Review

RWA Wealth Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 6,300 shares — an estimated $224K sold.

RWA Wealth Partners first reported a position in WTMF in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 72 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • RWA Wealth Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 6,300 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $224K.
  • RWA Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
  • RWA Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $224K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.