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IFG Advisory’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

IFG 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 		– Sell
-5,270
Closed -$200K – 880
2025
Q4 		$200K Buy
+5,270
New +$201K 0.01% 738

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 $481M AUM 18.41% 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

IFG Advisory's WTMF Position: Q1 2026 in Review

IFG Advisory sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026, closing a stake of 5,270 shares — an estimated $200K sold.

IFG Advisory first reported a position in WTMF in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • IFG Advisory reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 5,270 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $200K.
  • IFG Advisory first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and held it in 1 quarter.
  • IFG Advisory's WisdomTree Managed Futures Strategy Fund position peaked at $200K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.