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Strategic Advocates’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Strategic Advocates’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 		– Sell
-12
Closed -$459 – 624
2025
Q4 		$459 Hold
12
– – ﹤0.01% 549
2025
Q3 		$455 Buy
+12
New +$438 ﹤0.01% 532
2025
Q1 		– Sell
-31,831
Closed -$1.11M – 130
2024
Q4 		$1.11M Buy
31,831
+4,324
+16% +$154K 0.38% 42
2024
Q3 		$977K Buy
27,507
+3,019
+12% +$108K 0.35% 44
2024
Q2 		$888K Buy
24,488
+4,639
+23% +$170K 0.35% 41
2024
Q1 		$744K Sell
19,849
-888
-4% -$31.9K 0.29% 56
2023
Q4 		$727K Sell
20,737
-2,420
-10% -$83.7K 0.31% 63
2023
Q3 		$815K Buy
+23,157
New +$812K 0.38% 53

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 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

Strategic Advocates's WTMF Position: Q1 2026 in Review

Strategic Advocates sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026, closing a stake of 12 shares — an estimated $459 sold.

Strategic Advocates first reported a position in WTMF in Q3 2023 and held it in 8 quarters. The position peaked at $1.11M in Q4 2024. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Strategic Advocates reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 12 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $459.
  • Strategic Advocates first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2023 and held it in 8 quarters.
  • Strategic Advocates's WisdomTree Managed Futures Strategy Fund position peaked at $1.11M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.