Merit Financial Group
WTMF icon

Merit Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Merit Financial Group’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 		– Sell
-7,306
Closed -$290K – 2456
2026
Q1 		$290K Buy
7,306
+594
+9% +$23.2K ﹤0.01% 1679
2025
Q4 		$255K Buy
+6,712
New +$256K ﹤0.01% 1660

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T
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OneDigital Investment Advisors
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 22.9% 1-Year Est. Return

Merit Financial Group's WTMF Position: Q2 2026 in Review

Merit Financial Group sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026, closing a stake of 7,306 shares — an estimated $290K sold.

Merit Financial Group first reported a position in WTMF in Q4 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Merit Financial Group reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 7,306 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $290K.
  • Merit Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $290K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.