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 Q3	$586K	Buy	13,892 +103	+0.7%	+$4.28K	0.02%	562
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

VestGen Advisors's WTMF Position: Q3 2026 in Review

VestGen Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.75% in Q3 2026, buying an estimated $4.28K and bringing the position to 13,892 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #562.

VestGen Advisors first reported a position in WTMF in Q4 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

VestGen Advisors held 13,892 shares of WisdomTree Managed Futures Strategy Fund worth $586K as of Q3 2026.
VestGen Advisors bought 103 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $4.28K.
WisdomTree Managed Futures Strategy Fund made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #562 holding.
VestGen Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.