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Clearstead Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Clearstead 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
Q2 		$5.19K Sell
127
-30
-19% -$1.22K ﹤0.01% 2184
2026
Q1 		$6.23K Buy
157
+57
+57% +$2.23K ﹤0.01% 1699
2025
Q4 		$3.8K Buy
+100
New +$3.82K ﹤0.01% 2070

Other funds holding WTMF

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
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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's WTMF Position: Q2 2026 in Review

Clearstead Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 19% in Q2 2026, selling an estimated $1.22K and leaving 127 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Clearstead Advisors first reported a position in WTMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.23K in Q1 2026. 50 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Clearstead Advisors held 127 shares of WisdomTree Managed Futures Strategy Fund worth $5.19K as of Q2 2026.
  • Clearstead Advisors sold 30 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $1.22K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2184 holding.
  • Clearstead Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $6.23K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.