Wealth Enhancement Advisory Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Wealth Enhancement Advisory Services’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	-17,542	Closed	-$613K	–	3182
2024 Q4	$613K	Buy	+17,542	New	+$624K	﹤0.01%	1836
2020 Q1	–	Sell	-12,366	Closed	-$459K	–	275
2019 Q4	$459K	Buy	12,366 +3,260	+36%	+$122K	0.02%	188
2019 Q3	$344K	Hold	9,106	–	–	0.01%	188
2019 Q2	$345K	Buy	+9,106	New	+$353K	0.02%	187
2018 Q4	–	Sell	-28,192	Closed	-$1.13M	–	213
2018 Q3	$1.13M	Sell	28,192 -2,568	-8%	-$103K	0.07%	105
2018 Q2	$1.23M	Buy	+30,760	New	+$1.23M	0.08%	98
2017 Q1	–	Sell	-103,430	Closed	-$4.29M	–	180
2016 Q4	$4.29M	Buy	+103,430	New	+$4.3M	0.52%	36

Other funds holding WTMF

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

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's WTMF Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2025, closing a stake of 17,542 shares — an estimated $613K sold.

Wealth Enhancement Advisory Services first reported a position in WTMF in Q4 2016 and held it in 7 quarters. The position peaked at $4.29M in Q4 2016. 67 funds tracked by Wall St. Rank hold WTMF as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 17,542 WisdomTree Managed Futures Strategy Fund shares in Q1 2025, an estimated $613K.
Wealth Enhancement Advisory Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2016 and held it in 7 quarters.
Wealth Enhancement Advisory Services's WisdomTree Managed Futures Strategy Fund position peaked at $4.29M in Q4 2016.
67 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.