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 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

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

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 82 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.
82 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.