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

Highland 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	$37.2K	Buy	+910	New	+$37.1K	0.02%	211

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highland Investment Advisors's WTMF Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 910 shares worth $37.2K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings.

82 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Highland Investment Advisors held 910 shares of WisdomTree Managed Futures Strategy Fund worth $37.2K as of Q2 2026.
WisdomTree Managed Futures Strategy Fund was a new Highland Investment Advisors position in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up 0.02% of Highland Investment Advisors's portfolio in Q2 2026, its #211 holding.
82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.