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Sunbelt Securities’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Sunbelt Securities’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
-27
Closed -$1.03K – 3093
2025
Q4 		$1.03K Hold
27
– – ﹤0.01% 2051
2025
Q3 		$1.02K Buy
+27
New +$986 ﹤0.01% 2041

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LPL Financial
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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 $481M AUM 18.41% 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

Sunbelt Securities's WTMF Position: Q1 2026 in Review

Sunbelt Securities sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026, closing a stake of 27 shares — an estimated $1.03K sold.

Sunbelt Securities first reported a position in WTMF in Q3 2025 and held it in 2 quarters. The position peaked at $1.03K in Q4 2025. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Sunbelt Securities reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 27 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $1.03K.
  • Sunbelt Securities first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2025 and held it in 2 quarters.
  • Sunbelt Securities's WisdomTree Managed Futures Strategy Fund position peaked at $1.03K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.