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Transce3nd’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Transce3nd’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
Q3 		– Sell
-1,386
Closed -$48.9K – 1162
2025
Q2 		$48.9K Sell
1,386
-26
-2% -$896 0.02% 287
2025
Q1 		$48.2K Sell
1,412
-196
-12% -$6.82K 0.02% 286
2024
Q4 		$56.2K Buy
+1,608
New +$57.2K 0.02% 347

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Transce3nd's WTMF Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2025, closing a stake of 1,386 shares — an estimated $48.9K sold.

Transce3nd first reported a position in WTMF in Q4 2024 and held it in 3 quarters. The position peaked at $56.2K in Q4 2024. 70 funds tracked by Wall St. Rank hold WTMF as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 1,386 WisdomTree Managed Futures Strategy Fund shares in Q3 2025, an estimated $48.9K.
  • Transce3nd first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree Managed Futures Strategy Fund position peaked at $56.2K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.