TW
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Trajan Wealth’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Trajan Wealth’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
Q1 		$289K Sell
7,282
-154
-2% -$6.02K 0.01% 130
2025
Q4 		$283K Sell
7,436
-1,013
-12% -$38.7K 0.01% 132
2025
Q3 		$320K Sell
8,449
-2,317
-22% -$84.6K 0.01% 129
2025
Q2 		$380K Sell
10,766
-2,040
-16% -$70.3K 0.02% 118
2025
Q1 		$437K Sell
12,806
-1,349
-10% -$47K 0.02% 119
2024
Q4 		$494K Sell
14,155
-1,361
-9% -$48.4K 0.03% 127
2024
Q3 		$551K Sell
15,516
-2,925
-16% -$105K 0.03% 124
2024
Q2 		$669K Sell
18,441
-3,561
-16% -$131K 0.04% 115
2024
Q1 		$825K Buy
+22,002
New +$790K 0.06% 114

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return