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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
Q2 		$12.9M Sell
315,199
-4,049
-1% -$165K 0.11% 168
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 $1.89T 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneDigital Investment Advisors's WTMF Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 1.3% in Q2 2026, selling an estimated $165K and leaving 315,199 shares worth $12.9M. The position accounts for 0.11% of the portfolio, ranked #168.

OneDigital Investment Advisors first reported a position in WTMF in Q2 2017 and has held it in 15 quarters since. The position peaked at $19.2M in Q4 2024. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • OneDigital Investment Advisors held 315,199 shares of WisdomTree Managed Futures Strategy Fund worth $12.9M as of Q2 2026.
  • OneDigital Investment Advisors sold 4,049 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $165K.
  • WisdomTree Managed Futures Strategy Fund made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2017 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $19.2M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.