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Twelve Points Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Twelve Points Wealth 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
-9,171
Closed -$320K – 186
2024
Q4 		$320K Sell
9,171
-24,129
-72% -$858K 0.09% 147
2024
Q3 		$1.18M Sell
33,300
-1,642
-5% -$58.8K 0.37% 65
2024
Q2 		$1.27M Sell
34,942
-2,716
-7% -$99.7K 0.45% 53
2024
Q1 		$1.41M Sell
37,658
-748
-2% -$26.9K 0.52% 48
2023
Q4 		$1.35M Sell
38,406
-2,656
-6% -$91.9K 0.64% 48
2023
Q3 		$1.45M Buy
41,062
+1,017
+3% +$35.7K 0.72% 39
2023
Q2 		$1.4M Buy
40,045
+721
+2% +$24.7K 0.75% 40
2023
Q1 		$1.32M Buy
39,324
+7,470
+23% +$243K 0.76% 38
2022
Q4 		$1M Buy
31,854
+929
+3% +$30.6K 0.68% 43
2022
Q3 		$1.06M Buy
30,925
+1,820
+6% +$63.5K 0.83% 31
2022
Q2 		$1.02M Buy
29,105
+7,699
+36% +$275K 0.79% 34
2022
Q1 		$770K Buy
21,406
+10,899
+104% +$385K 0.58% 60
2021
Q4 		$372K Buy
+10,507
New +$381K 0.3% 119

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Twelve Points Wealth Management's WTMF Position: Q1 2025 in Review

Twelve Points Wealth Management sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 9,171 shares — an estimated $320K sold.

Twelve Points Wealth Management first reported a position in WTMF in Q4 2021 and held it in 13 quarters. The position peaked at $1.45M in Q3 2023. 68 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

  • Twelve Points Wealth Management reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 9,171 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $320K.
  • Twelve Points Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and held it in 13 quarters.
  • Twelve Points Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $1.45M in Q3 2023.
  • 68 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Twelve Points Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.