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

Concurrent Investment 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
2025
Q4 		– Sell
-8,600
Closed -$326K – 1857
2025
Q3 		$326K Buy
+8,600
New +$314K 0.01% 1117

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 $1.79B AUM 33.8% 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

Concurrent Investment Advisors's WTMF Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025, closing a stake of 8,600 shares — an estimated $326K sold.

Concurrent Investment Advisors first reported a position in WTMF in Q3 2025 and held it in 1 quarter. The position peaked at $326K in Q3 2025. 78 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,600 WisdomTree Managed Futures Strategy Fund shares in Q4 2025, an estimated $326K.
  • Concurrent Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $326K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.