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Cooper Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Cooper Financial Group’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 		$617K Sell
15,110
-925
-6% -$37.7K 0.05% 236
2026
Q1 		$636K Sell
16,035
-238
-1% -$9.3K 0.06% 223
2025
Q4 		$619K Buy
16,273
+308
+2% +$11.8K 0.07% 209
2025
Q3 		$605K Buy
15,965
+386
+2% +$14.1K 0.07% 207
2025
Q2 		$550K Sell
15,579
-3,343
-18% -$115K 0.06% 222
2025
Q1 		$646K Buy
18,922
+2,222
+13% +$77.3K 0.09% 203
2024
Q4 		$583K Buy
16,700
+660
+4% +$23.5K 0.07% 218
2024
Q3 		$570K Sell
16,040
-727
-4% -$26K 0.07% 227
2024
Q2 		$608K Sell
16,767
-139
-0.8% -$5.1K 0.09% 196
2024
Q1 		$634K Buy
16,906
+26
+0.2% +$933 0.1% 180
2023
Q4 		$592K Buy
16,880
+62
+0.4% +$2.15K 0.11% 183
2023
Q3 		$592K Sell
16,818
-1,908
-10% -$66.9K 0.14% 164
2023
Q2 		$655K Buy
18,726
+48
+0.3% +$1.65K 0.16% 152
2023
Q1 		$627K Hold
18,678
– – 0.17% 138
2022
Q4 		$589K Buy
18,678
+4,087
+28% +$135K 0.18% 127
2022
Q3 		$502K Buy
+14,591
New +$509K 0.18% 122

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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

Cooper Financial Group's WTMF Position: Q2 2026 in Review

Cooper Financial Group reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 5.8% in Q2 2026, selling an estimated $37.7K and leaving 15,110 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #236.

Cooper Financial Group first reported a position in WTMF in Q3 2022 and has held it in 16 quarters since. The position peaked at $655K in Q2 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Cooper Financial Group held 15,110 shares of WisdomTree Managed Futures Strategy Fund worth $617K as of Q2 2026.
  • Cooper Financial Group sold 925 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $37.7K.
  • WisdomTree Managed Futures Strategy Fund made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #236 holding.
  • Cooper Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2022 and has held it in 16 quarters since.
  • Cooper Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $655K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.