Financial Connections Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Financial Connections 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 Q1	$9K	Buy	+229	New	+$8.95K	﹤0.01%	196

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Connections Group's WTMF Position: Q1 2026 in Review

Financial Connections Group opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026: 229 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

82 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

Financial Connections Group held 229 shares of WisdomTree Managed Futures Strategy Fund worth $9K as of Q1 2026.
WisdomTree Managed Futures Strategy Fund was a new Financial Connections Group position in Q1 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #196 holding.
82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.