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Global Retirement Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Global Retirement Partners’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 		$10.2K Buy
+250
New +$10.2K ﹤0.01% 3383
2025
Q4 		$9.51K Hold
250
– – ﹤0.01% 3176
2025
Q3 		$9.47K Hold
250
– – ﹤0.01% 2731
2025
Q2 		$8.83K Buy
+250
New +$8.61K ﹤0.01% 2664
2024
Q4 		$1.08K Hold
31
– – ﹤0.01% 3260
2024
Q3 		$1.1K Hold
31
– – ﹤0.01% 3120
2024
Q2 		$1.12K Sell
31
-8
-21% -$294 ﹤0.01% 3133
2024
Q1 		$1.46K Buy
39
+3
+8% +$108 ﹤0.01% 2864
2023
Q4 		$1.26K Buy
+36
New +$1.25K ﹤0.01% 2832

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
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

Global Retirement Partners's WTMF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 250 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #3383 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTMF as recently as Q4 2025.

Global Retirement Partners first reported a position in WTMF in Q4 2023 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Global Retirement Partners held 250 shares of WisdomTree Managed Futures Strategy Fund worth $10.2K as of Q2 2026.
  • WisdomTree Managed Futures Strategy Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3383 holding.
  • Global Retirement Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2023 and has held it in 9 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.