Axis Wealth Partners »

Wisdomtree Trust futre strat shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Trust futre strat held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Trust futre strat by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 15k 37.88
2025-06-30 $402k 11k 35.30
2025-03-31 $410k 12k 34.13
2024-12-31 $302k 8.6k 34.93

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding Wisdomtree Trust futre strat

Morgan Stanley
Resources Investment Advisors
LPL Financial
O'Dell Group
Stewardship Advisors
Avestar Capital
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Howard Bailey Securities
Vestmark Advisory Solutions
Ethos Financial Group
Efficient Advisors
Mml Investors Services
Columbus Macro

View all funds holding Wisdomtree Trust futre strat