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Glass Jacobson Investment Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Glass Jacobson Investment Advisors’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 		$53.8K Hold
1,316
– – 0.02% 320
2026
Q1 		$52.2K Sell
1,316
-1,626
-55% -$63.6K 0.02% 307
2025
Q4 		$112K Sell
2,942
-1,089
-27% -$41.6K 0.04% 230
2025
Q3 		$153K Sell
4,031
-150
-4% -$5.48K 0.06% 208
2025
Q2 		$148K Sell
4,181
-2,423
-37% -$83.5K 0.06% 197
2025
Q1 		$231K Hold
6,604
– – 0.08% 221
2024
Q4 		$231K Buy
+6,604
New +$235K 0.08% 221

Other funds holding WTMF

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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's WTMF Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 1,316 shares worth $53.8K. The position accounts for 0.02% of the portfolio, ranked #320.

Glass Jacobson Investment Advisors first reported a position in WTMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q1 2025. 53 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,316 shares of WisdomTree Managed Futures Strategy Fund worth $53.8K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • Glass Jacobson Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Glass Jacobson Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $231K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.