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

Alteri 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
Q2 		$388K Buy
9,501
+20
+0.2% +$815 0.11% 203
2026
Q1 		$376K Hold
9,481
– – 0.12% 195
2025
Q4 		$360K Buy
9,481
+817
+9% +$31.2K 0.12% 200
2025
Q3 		$328K Buy
8,664
+1,179
+16% +$43K 0.11% 204
2025
Q2 		$264K Buy
7,485
+1,267
+20% +$43.7K 0.1% 218
2025
Q1 		$212K Buy
+6,218
New +$216K 0.09% 235

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alteri Wealth's WTMF Position: Q2 2026 in Review

Alteri Wealth increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.21% in Q2 2026, buying an estimated $815 and bringing the position to 9,501 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #203.

Alteri Wealth first reported a position in WTMF in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Alteri Wealth held 9,501 shares of WisdomTree Managed Futures Strategy Fund worth $388K as of Q2 2026.
  • Alteri Wealth bought 20 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $815.
  • WisdomTree Managed Futures Strategy Fund made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #203 holding.
  • Alteri Wealth first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2025 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.