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ZEGA Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

ZEGA Investments’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
2025
Q3 		– Sell
-6,938
Closed -$245K – 183
2025
Q2 		$245K Hold
6,938
– – 0.03% 122
2025
Q1 		$237K Buy
+6,938
New +$241K 0.04% 120

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZEGA Investments's WTMF Position: Q3 2025 in Review

ZEGA Investments sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2025, closing a stake of 6,938 shares — an estimated $245K sold.

ZEGA Investments first reported a position in WTMF in Q1 2025 and held it in 2 quarters. The position peaked at $245K in Q2 2025. 70 funds tracked by Wall St. Rank hold WTMF as of Q3 2025.

  • ZEGA Investments reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 6,938 WisdomTree Managed Futures Strategy Fund shares in Q3 2025, an estimated $245K.
  • ZEGA Investments first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2025 and held it in 2 quarters.
  • ZEGA Investments's WisdomTree Managed Futures Strategy Fund position peaked at $245K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.