Cetera Investment Advisers
WTMF icon

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
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
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 $481M AUM 18.41% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Cetera Investment Advisers's WTMF Position: Q1 2026 in Review

Cetera Investment Advisers increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.4% in Q1 2026, buying an estimated $250K and bringing the position to 269,132 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1027.

Cetera Investment Advisers first reported a position in WTMF in Q2 2023 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Cetera Investment Advisers held 269,132 shares of WisdomTree Managed Futures Strategy Fund worth $10.7M as of Q1 2026.
  • Cetera Investment Advisers bought 6,399 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $250K.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1027 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2023 and has held it in 11 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.