Cooper Financial Group
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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
Q3 		$645K Buy
15,286
+176
+1% +$7.32K 0.05% 221
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% +$2.14K 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% +$1.64K 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

Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Cooper Financial Group's WTMF Position: Q3 2026 in Review

Cooper Financial Group increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 1.2% in Q3 2026, buying an estimated $7.32K and bringing the position to 15,286 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #221.

Cooper Financial Group first reported a position in WTMF in Q3 2022 and has held it in 17 quarters since. The position peaked at $655K in Q2 2023. 20 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

  • Cooper Financial Group held 15,286 shares of WisdomTree Managed Futures Strategy Fund worth $645K as of Q3 2026.
  • Cooper Financial Group bought 176 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $7.32K.
  • WisdomTree Managed Futures Strategy Fund made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #221 holding.
  • Cooper Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2022 and has held it in 17 quarters since.
  • Cooper Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $655K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.