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Kingswood Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Kingswood Wealth 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 		$2.09M Buy
51,188
+3,154
+7% +$129K 0.08% 254
2026
Q1 		$1.91M Buy
48,034
+22,112
+85% +$864K 0.09% 248
2025
Q4 		$986K Buy
25,922
+1,399
+6% +$53.5K 0.05% 357
2025
Q3 		$929K Buy
24,523
+12,767
+109% +$466K 0.06% 325
2025
Q2 		$415K Buy
+11,756
New +$405K 0.03% 466
2024
Q4 		– Sell
-11,918
Closed -$423K – 903
2024
Q3 		$423K Buy
+11,918
New +$427K 0.03% 500

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
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
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

Kingswood Wealth Advisors's WTMF Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 6.6% in Q2 2026, buying an estimated $129K and bringing the position to 51,188 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #254.

Kingswood Wealth Advisors first reported a position in WTMF in Q3 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Kingswood Wealth Advisors held 51,188 shares of WisdomTree Managed Futures Strategy Fund worth $2.09M as of Q2 2026.
  • Kingswood Wealth Advisors bought 3,154 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $129K.
  • WisdomTree Managed Futures Strategy Fund made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Kingswood Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.