Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$1.23M Buy
30,901
+9,452
+44% +$370K ﹤0.01% 1987
2025
Q4 		$815K Buy
21,449
+3,971
+23% +$152K ﹤0.01% 2267
2025
Q3 		$662K Buy
17,478
+3,200
+22% +$117K ﹤0.01% 2413
2025
Q2 		$504K Buy
14,278
+5,949
+71% +$205K ﹤0.01% 2539
2025
Q1 		$284K Buy
+8,329
New +$290K ﹤0.01% 2915
2023
Q2 		– Sell
-19,705
Closed -$661K – 3305
2023
Q1 		$661K Buy
19,705
+523
+3% +$17K ﹤0.01% 1894
2022
Q4 		$605K Buy
19,182
+527
+3% +$17.4K ﹤0.01% 1874
2022
Q3 		$642K Sell
18,655
-6,071
-25% -$212K ﹤0.01% 1770
2022
Q2 		$868K Sell
24,726
-1,244
-5% -$44.4K ﹤0.01% 1577
2022
Q1 		$934K Buy
25,970
+1,216
+5% +$43K ﹤0.01% 1622
2021
Q4 		$877K Buy
24,754
+2,889
+13% +$105K ﹤0.01% 1673
2021
Q3 		$896K Sell
21,865
-3,275
-13% -$135K ﹤0.01% 1623
2021
Q2 		$1.04M Sell
25,140
-2,344
-9% -$95.1K 0.01% 1507
2021
Q1 		$1.07M Buy
27,484
+7,047
+34% +$273K 0.01% 1395
2020
Q4 		$758K Sell
20,437
-353
-2% -$12.6K ﹤0.01% 1487
2020
Q3 		$728K Buy
20,790
+14,925
+254% +$524K ﹤0.01% 1370
2020
Q2 		$205K Sell
5,865
-953
-14% -$33.8K ﹤0.01% 2159
2020
Q1 		$247K Sell
6,818
-475
-7% -$17.2K ﹤0.01% 1794
2019
Q4 		$270K Buy
7,293
+81
+1% +$3.04K ﹤0.01% 1976
2019
Q3 		$274K Sell
7,212
-878
-11% -$33.7K ﹤0.01% 1896
2019
Q2 		$306K Sell
8,090
-4,825
-37% -$187K ﹤0.01% 1739
2019
Q1 		$502K Sell
12,915
-195
-1% -$7.54K ﹤0.01% 1475
2018
Q4 		$508K Sell
13,110
-7,425
-36% -$299K 0.01% 1312
2018
Q3 		$837K Buy
20,535
+3,201
+18% +$129K 0.01% 1131
2018
Q2 		$691K Buy
17,334
+9,453
+120% +$377K 0.01% 1219
2018
Q1 		$312K Buy
7,881
+2,250
+40% +$89.8K ﹤0.01% 1645
2017
Q4 		$226K Buy
+5,631
New +$221K ﹤0.01% 1840
2014
Q1 		– Sell
-5,273
Closed -$219K – 1349
2013
Q4 		$219K Sell
5,273
-1,000
-16% -$41.3K 0.01% 1035
2013
Q3 		$260K Buy
6,273
+1,409
+29% +$59.3K 0.01% 916
2013
Q2 		$204K Buy
+4,864
New +$200K 0.01% 953

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors's WTMF Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 44% in Q1 2026, buying an estimated $370K and bringing the position to 30,901 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Cambridge Investment Research Advisors first reported a position in WTMF in Q2 2013 and has held it in 30 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Cambridge Investment Research Advisors held 30,901 shares of WisdomTree Managed Futures Strategy Fund worth $1.23M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 9,452 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $370K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1987 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2013 and has held it in 30 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.