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VestGen Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

VestGen Advisors’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 		$563K Sell
13,789
-55
-0.4% -$2.24K 0.02% 631
2026
Q1 		$571K Buy
13,844
+263
+2% +$10.3K 0.02% 620
2025
Q4 		$516K Buy
+13,581
New +$519K 0.02% 479

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VestGen Advisors's WTMF Position: Q2 2026 in Review

VestGen Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.4% in Q2 2026, selling an estimated $2.24K and leaving 13,789 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #631.

VestGen Advisors first reported a position in WTMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q1 2026. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • VestGen Advisors held 13,789 shares of WisdomTree Managed Futures Strategy Fund worth $563K as of Q2 2026.
  • VestGen Advisors sold 55 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $2.24K.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #631 holding.
  • VestGen Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $571K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.