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

OneDigital Investment 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
Q1 		$12.7M Sell
319,248
-142,993
-31% -$5.59M 0.12% 150
2025
Q4 		$17.6M Sell
462,241
-13,335
-3% -$509K 0.17% 120
2025
Q3 		$18M Sell
475,576
-22,122
-4% -$808K 0.19% 114
2025
Q2 		$17.6M Sell
497,698
-12,841
-3% -$442K 0.2% 108
2025
Q1 		$17.4M Sell
510,539
-40,152
-7% -$1.4M 0.21% 101
2024
Q4 		$19.2M Buy
550,691
+40,403
+8% +$1.44M 0.22% 86
2024
Q3 		$18.1M Buy
510,288
+193,461
+61% +$6.93M 0.21% 94
2024
Q2 		$11.5M Sell
316,827
-5,269
-2% -$193K 0.14% 123
2024
Q1 		$12.1M Sell
322,096
-22,528
-7% -$809K 0.19% 110
2023
Q4 		$12.1M Buy
+344,624
New +$11.9M 0.21% 102
2018
Q2 		– Sell
-81
Closed -$3K – 1372
2018
Q1 		$3K Sell
81
-350
-81% -$14K ﹤0.01% 1228
2017
Q4 		$17K Sell
431
-411
-49% -$16.2K ﹤0.01% 861
2017
Q3 		$33K Hold
842
– – 0.01% 489
2017
Q2 		$33K Buy
+842
New +$33.4K 0.01% 589

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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

OneDigital Investment Advisors's WTMF Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 31% in Q1 2026, selling an estimated $5.59M and leaving 319,248 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #150.

OneDigital Investment Advisors first reported a position in WTMF in Q2 2017 and has held it in 14 quarters since. The position peaked at $19.2M in Q4 2024. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • OneDigital Investment Advisors held 319,248 shares of WisdomTree Managed Futures Strategy Fund worth $12.7M as of Q1 2026.
  • OneDigital Investment Advisors sold 142,993 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $5.59M.
  • WisdomTree Managed Futures Strategy Fund made up 0.12% of OneDigital Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2017 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $19.2M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.