CFD
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Creative Financial Designs’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Creative Financial Designs’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 		$102K Sell
2,503
-15
-0.6% -$611 ﹤0.01% 796
2026
Q1 		$99.9K Buy
2,518
+86
+4% +$3.36K 0.01% 688
2025
Q4 		$92.5K Buy
2,432
+7
+0.3% +$267 0.01% 676
2025
Q3 		$91.9K Buy
2,425
+17
+0.7% +$621 0.01% 669
2025
Q2 		$85K Sell
2,408
-33
-1% -$1.14K 0.01% 706
2025
Q1 		$83.3K Sell
2,441
-823
-25% -$28.6K 0.01% 667
2024
Q4 		$114K Buy
3,264
+494
+18% +$17.6K 0.01% 570
2024
Q3 		$98.4K Buy
2,770
+97
+4% +$3.47K 0.01% 600
2024
Q2 		$96.9K Buy
2,673
+23
+0.9% +$844 0.01% 587
2024
Q1 		$99.4K Buy
2,650
+1,009
+61% +$36.2K 0.01% 571
2023
Q4 		$57.5K Sell
1,641
-158
-9% -$5.46K 0.01% 647
2023
Q3 		$63.3K Buy
1,799
+684
+61% +$24K 0.01% 575
2023
Q2 		$39K Buy
+1,115
New +$38.2K ﹤0.01% 695

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 22.9% 1-Year Est. Return

Creative Financial Designs's WTMF Position: Q2 2026 in Review

Creative Financial Designs reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.6% in Q2 2026, selling an estimated $611 and leaving 2,503 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Creative Financial Designs first reported a position in WTMF in Q2 2023 and has held it in 13 quarters since. The position peaked at $114K in Q4 2024. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Creative Financial Designs held 2,503 shares of WisdomTree Managed Futures Strategy Fund worth $102K as of Q2 2026.
  • Creative Financial Designs sold 15 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $611.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #796 holding.
  • Creative Financial Designs first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's WisdomTree Managed Futures Strategy Fund position peaked at $114K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.