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Synergy Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-1,823
Closed -$64.8K – 868
2024
Q4 		$64.8K Buy
+1,823
New +$64.8K 0.01% 256

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LPL Financial
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AC
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HBS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Synergy Asset Management's WTMF Position: Q1 2025 in Review

Synergy Asset Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 1,823 shares — an estimated $64.8K sold.

Synergy Asset Management first reported a position in WTMF in Q4 2024 and held it in 1 quarter. The position peaked at $64.8K in Q4 2024. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

  • Synergy Asset Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,823 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $64.8K.
  • Synergy Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's WisdomTree Managed Futures Strategy Fund position peaked at $64.8K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.