Cetera Investment Advisers’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cetera Investment Advisers’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	$11.3M	Buy	276,616 +7,484	+3%	+$305K	0.01%	1082
2026 Q1	$10.7M	Buy	269,132 +6,399	+2%	+$250K	0.01%	1027
2025 Q4	$9.99M	Buy	262,733 +182,011	+225%	+$6.95M	0.01%	1031
2025 Q3	$3.06M	Sell	80,722 -7,262	-8%	-$265K	﹤0.01%	1809
2025 Q2	$3.11M	Buy	87,984 +1,502	+2%	+$51.7K	0.01%	1524
2025 Q1	$2.95M	Buy	86,482 +30,997	+56%	+$1.08M	0.01%	1458
2024 Q4	$1.94M	Buy	55,485 +1,953	+4%	+$69.4K	﹤0.01%	1688
2024 Q3	$1.9M	Sell	53,532 -352	-0.7%	-$12.6K	﹤0.01%	1656
2024 Q2	$1.95M	Sell	53,884 -2,838	-5%	-$104K	﹤0.01%	1592
2024 Q1	$2.13M	Buy	56,722 +44,520	+365%	+$1.6M	0.01%	1499
2023 Q4	$428K	Buy	+12,202	New	+$422K	﹤0.01%	1573
2023 Q3	–	Sell	-10,375	Closed	-$363K	–	2314
2023 Q2	$363K	Buy	+10,375	New	+$355K	﹤0.01%	1625

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's WTMF Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.8% in Q2 2026, buying an estimated $305K and bringing the position to 276,616 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #1082.

Cetera Investment Advisers first reported a position in WTMF in Q2 2023 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Cetera Investment Advisers held 276,616 shares of WisdomTree Managed Futures Strategy Fund worth $11.3M as of Q2 2026.
Cetera Investment Advisers bought 7,484 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $305K.
WisdomTree Managed Futures Strategy Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1082 holding.
Cetera Investment Advisers first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2023 and has held it in 12 quarters since.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.