CX Institutional’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

CX Institutional’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	$29K	Sell	695 -23	-3%	-$957	﹤0.01%	1149
2026 Q2	$29K	Sell	718 -37	-5%	-$1.51K	﹤0.01%	1085
2026 Q1	$30K	Sell	755 -45	-6%	-$1.76K	﹤0.01%	1059
2025 Q4	$30K	Sell	800 -31	-4%	-$1.18K	﹤0.01%	1058
2025 Q3	$31K	Sell	831 -34	-4%	-$1.24K	﹤0.01%	1027
2025 Q2	$31K	Sell	865 -16	-2%	-$551	﹤0.01%	918
2025 Q1	$30K	Buy	+881	New	+$30.7K	﹤0.01%	908
2023 Q2	–	Sell	-6,595	Closed	-$221K	–	542
2023 Q1	$221K	Sell	6,595 -77,668	-92%	-$2.52M	0.01%	459
2022 Q4	$2.66M	Sell	84,263 -5,770	-6%	-$190K	0.16%	174
2022 Q3	$3.1M	Sell	90,033 -31,078	-26%	-$1.08M	0.22%	116
2022 Q2	$4.25M	Sell	121,111 -1,202	-1%	-$42.9K	0.32%	74
2022 Q1	$4.4M	Buy	122,313 +113,380	+1,269%	+$4.01M	0.35%	81
2021 Q4	$317K	Sell	8,933 -368	-4%	-$13.3K	0.03%	284
2021 Q3	$381K	Sell	9,301 -152	-2%	-$6.26K	0.03%	290
2021 Q2	$392K	Sell	9,453 -11	-0.1%	-$446	0.03%	264
2021 Q1	$369K	Sell	9,464 -13,860	-59%	-$537K	0.03%	246
2020 Q4	$865K	Sell	23,324 -2,286	-9%	-$81.7K	0.08%	201
2020 Q3	$897K	Buy	25,610 +2,545	+11%	+$89.4K	0.1%	175
2020 Q2	$807K	Buy	23,065 +1,759	+8%	+$62.5K	0.11%	160
2020 Q1	$772K	Buy	21,306 +5,291	+33%	+$191K	0.13%	146
2019 Q4	$594K	Buy	16,015 +9	+0.1%	+$338	0.1%	141
2019 Q3	$609K	Buy	16,006 +621	+4%	+$23.8K	0.1%	158
2019 Q2	$581K	Buy	15,385 +7,758	+102%	+$301K	0.09%	153
2019 Q1	$297K	Buy	7,627 +5,674	+291%	+$219K	0.05%	179
2018 Q4	$76K	Sell	1,953 -2,264	-54%	-$91.1K	0.02%	226
2018 Q3	$172K	Buy	4,217 +2,808	+199%	+$113K	0.06%	123
2018 Q2	$56K	Buy	+1,409	New	+$56.1K	0.02%	152

Other funds holding WTMF

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

CBTWT

Community Bank & Trust (Waco, Texas) Waco, Texas $612M AUM 40.99% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CX Institutional's WTMF Position: Q3 2026 in Review

CX Institutional reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 3.2% in Q3 2026, selling an estimated $957 and leaving 695 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

CX Institutional first reported a position in WTMF in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.4M in Q1 2022. 13 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

CX Institutional held 695 shares of WisdomTree Managed Futures Strategy Fund worth $29K as of Q3 2026.
CX Institutional sold 23 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $957.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1149 holding.
CX Institutional first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2018 and has held it in 27 quarters since.
CX Institutional's WisdomTree Managed Futures Strategy Fund position peaked at $4.4M in Q1 2022.
13 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.