Commonwealth Equity Services
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Commonwealth Equity Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-12,357
Closed -$468K – 4462
2025
Q3 		$468K Sell
12,357
-27,236
-69% -$994K ﹤0.01% 3227
2025
Q2 		$1.4M Buy
39,593
+2,613
+7% +$90K ﹤0.01% 2295
2025
Q1 		$1.26M Buy
36,980
+12,382
+50% +$431K ﹤0.01% 2282
2024
Q4 		$859K Buy
24,598
+15,035
+157% +$535K ﹤0.01% 2510
2024
Q3 		$340K Buy
+9,563
New +$343K ﹤0.01% 3238
2017
Q1 		– Sell
-5,550
Closed -$230K – 2483
2016
Q4 		$230K Sell
5,550
-82,671
-94% -$3.44M ﹤0.01% 1963
2016
Q3 		$3.71M Buy
88,221
+2,114
+2% +$88.3K 0.03% 459
2016
Q2 		$3.66M Sell
86,107
-6,386
-7% -$271K 0.03% 440
2016
Q1 		$3.87M Buy
92,493
+456
+0.5% +$19.2K 0.03% 419
2015
Q4 		$3.85M Sell
92,037
-5,235
-5% -$218K 0.04% 408
2015
Q3 		$4.03M Buy
97,272
+1,661
+2% +$68.8K 0.04% 355
2015
Q2 		$4.08M Buy
95,611
+3,813
+4% +$167K 0.04% 381
2015
Q1 		$4.07M Buy
+91,798
New +$4.02M 0.04% 374

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94B AUM 20.14% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services's WTMF Position: Q4 2025 in Review

Commonwealth Equity Services sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025, closing a stake of 12,357 shares — an estimated $468K sold.

Commonwealth Equity Services first reported a position in WTMF in Q1 2015 and held it in 13 quarters. The position peaked at $4.08M in Q2 2015. 77 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

  • Commonwealth Equity Services reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,357 WisdomTree Managed Futures Strategy Fund shares in Q4 2025, an estimated $468K.
  • Commonwealth Equity Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2015 and held it in 13 quarters.
  • Commonwealth Equity Services's WisdomTree Managed Futures Strategy Fund position peaked at $4.08M in Q2 2015.
  • 77 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.