Discipline Wealth Solutions’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Discipline Wealth Solutions’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	$317K	Sell	7,518 -184	-2%	-$7.65K	0.03%	160
2026 Q2	$315K	Sell	7,702 -550	-7%	-$22.4K	0.03%	161
2026 Q1	$327K	Sell	8,252 -3,662	-31%	-$143K	0.03%	145
2025 Q4	$453K	Sell	11,914 -9,875	-45%	-$377K	0.08%	108
2025 Q3	$825K	Buy	21,789 +7,999	+58%	+$292K	0.22%	67
2025 Q2	$487K	Buy	+13,790	New	+$475K	0.19%	64

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

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 Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Discipline Wealth Solutions's WTMF Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.4% in Q3 2026, selling an estimated $7.65K and leaving 7,518 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #160.

Discipline Wealth Solutions first reported a position in WTMF in Q2 2025 and has held it in 6 quarters since. The position peaked at $825K in Q3 2025. 13 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

Discipline Wealth Solutions held 7,518 shares of WisdomTree Managed Futures Strategy Fund worth $317K as of Q3 2026.
Discipline Wealth Solutions sold 184 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $7.65K.
WisdomTree Managed Futures Strategy Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #160 holding.
Discipline Wealth Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2025 and has held it in 6 quarters since.
Discipline Wealth Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $825K in Q3 2025.
13 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.