Great Diamond Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Great Diamond 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 Q3	$498K	Buy	+11,809	New	+$491K	0.08%	167

Other funds holding WTMF

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CX Institutional

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Great Diamond Partners's WTMF Position: Q3 2026 in Review

Great Diamond Partners opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2026: 11,809 shares worth $498K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings.

12 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

Great Diamond Partners held 11,809 shares of WisdomTree Managed Futures Strategy Fund worth $498K as of Q3 2026.
WisdomTree Managed Futures Strategy Fund was a new Great Diamond Partners position in Q3 2026.
WisdomTree Managed Futures Strategy Fund made up 0.08% of Great Diamond Partners's portfolio in Q3 2026, its #167 holding.
12 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.