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 Q3	$152K	Sell	3,597 -230	-6%	-$9.6K	0.01%	954
2026 Q2	$156K	Buy	+3,827	New	+$156K	0.01%	945
2026 Q1	–	Sell	-5,270	Closed	-$200K	–	880
2025 Q4	$200K	Buy	+5,270	New	+$201K	0.01%	738

Other funds holding WTMF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

IFG Advisory's WTMF Position: Q3 2026 in Review

IFG Advisory reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 6% in Q3 2026, selling an estimated $9.6K and leaving 3,597 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #954.

IFG Advisory first reported a position in WTMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 54 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

IFG Advisory held 3,597 shares of WisdomTree Managed Futures Strategy Fund worth $152K as of Q3 2026.
IFG Advisory sold 230 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $9.6K.
WisdomTree Managed Futures Strategy Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #954 holding.
IFG Advisory first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 3 quarters since.
IFG Advisory's WisdomTree Managed Futures Strategy Fund position peaked at $200K in Q4 2025.
54 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.