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

Highland Investment Advisors LLC’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
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
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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

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

Highland Investment Advisors LLC 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.

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

  • Highland Investment Advisors LLC 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 LLC position in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #211 holding.
  • 70 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

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