CI
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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
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% -$6.25K 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

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional's WTMF Position: Q2 2026 in Review

CX Institutional reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4.9% in Q2 2026, selling an estimated $1.51K and leaving 718 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

CX Institutional first reported a position in WTMF in Q2 2018 and has held it in 26 quarters since. The position peaked at $4.4M in Q1 2022. 8 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • CX Institutional held 718 shares of WisdomTree Managed Futures Strategy Fund worth $29K as of Q2 2026.
  • CX Institutional sold 37 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $1.51K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1085 holding.
  • CX Institutional first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2018 and has held it in 26 quarters since.
  • CX Institutional's WisdomTree Managed Futures Strategy Fund position peaked at $4.4M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.