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Golden State Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Golden State Wealth Management’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 		$86.7K Sell
2,123
-309
-13% -$12.6K 0.01% 604
2026
Q1 		$96.5K Sell
2,432
-1,047
-30% -$40.9K 0.01% 529
2025
Q4 		$132K Sell
3,479
-1,382
-28% -$52.8K 0.01% 462
2025
Q3 		$184K Sell
4,861
-414
-8% -$15.1K 0.02% 394
2025
Q2 		$186K Buy
5,275
+1,978
+60% +$68.1K 0.02% 368
2025
Q1 		$113K Buy
3,297
+3,092
+1,508% +$108K 0.02% 419
2024
Q4 		$7.16K Buy
+205
New +$7.29K ﹤0.01% 1038

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

Golden State Wealth Management's WTMF Position: Q2 2026 in Review

Golden State Wealth Management reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 13% in Q2 2026, selling an estimated $12.6K and leaving 2,123 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #604.

Golden State Wealth Management first reported a position in WTMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q2 2025. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Golden State Wealth Management held 2,123 shares of WisdomTree Managed Futures Strategy Fund worth $86.7K as of Q2 2026.
  • Golden State Wealth Management sold 309 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $12.6K.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Golden State Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $186K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.