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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 83 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.
83 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.