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Private Advisor Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Private Advisor 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 		$1.04M Buy
25,508
+1,408
+6% +$57.4K ﹤0.01% 1354
2026
Q1 		$956K Buy
24,100
+380
+2% +$14.9K ﹤0.01% 1450
2025
Q4 		$902K Sell
23,720
-983
-4% -$37.6K ﹤0.01% 1463
2025
Q3 		$936K Sell
24,703
-633
-2% -$23.1K ﹤0.01% 1408
2025
Q2 		$895K Sell
25,336
-268
-1% -$9.23K ﹤0.01% 1372
2025
Q1 		$874K Buy
25,604
+1,556
+6% +$54.2K 0.01% 1319
2024
Q4 		$840K Buy
24,048
+377
+2% +$13.4K ﹤0.01% 1320
2024
Q3 		$841K Sell
23,671
-5,320
-18% -$191K 0.01% 1328
2024
Q2 		$1.05M Buy
28,991
+13,052
+82% +$479K 0.01% 1178
2024
Q1 		$598K Sell
15,939
-16,060
-50% -$577K ﹤0.01% 1413
2023
Q4 		$1.12M Buy
31,999
+4,194
+15% +$145K 0.01% 1052
2023
Q3 		$979K Buy
27,805
+3,431
+14% +$120K 0.01% 1049
2023
Q2 		$857K Buy
24,374
+3,216
+15% +$110K 0.01% 1125
2023
Q1 		$710K Buy
+21,158
New +$687K 0.01% 1163

Other funds holding WTMF

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Private Advisor Group's WTMF Position: Q2 2026 in Review

Private Advisor Group increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 5.8% in Q2 2026, buying an estimated $57.4K and bringing the position to 25,508 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Private Advisor Group first reported a position in WTMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2023. 30 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Private Advisor Group held 25,508 shares of WisdomTree Managed Futures Strategy Fund worth $1.04M as of Q2 2026.
  • Private Advisor Group bought 1,408 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $57.4K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1354 holding.
  • Private Advisor Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2023 and has held it in 14 quarters since.
  • Private Advisor Group's WisdomTree Managed Futures Strategy Fund position peaked at $1.12M in Q4 2023.
  • 30 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.