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Global Wealth Management Investment Advisory’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Global Wealth Management Investment Advisory’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 		$918K Buy
23,120
+508
+2% +$19.9K 0.14% 107
2025
Q4 		$860K Buy
+22,612
New +$864K 0.14% 110
2019
Q1 		– Sell
-101
Closed -$4K – 776
2018
Q4 		$4K Buy
+101
New +$4.06K ﹤0.01% 528

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's WTMF Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.2% in Q1 2026, buying an estimated $19.9K and bringing the position to 23,120 shares worth $918K. The position accounts for 0.14% of the portfolio, ranked #107.

Global Wealth Management Investment Advisory first reported a position in WTMF in Q4 2018 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Global Wealth Management Investment Advisory held 23,120 shares of WisdomTree Managed Futures Strategy Fund worth $918K as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 508 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $19.9K.
  • WisdomTree Managed Futures Strategy Fund made up 0.14% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #107 holding.
  • Global Wealth Management Investment Advisory first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.