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Wisdomtree Trust futre strat shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Trust futre strat held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Trust futre strat by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 273k 39.69
2025-12-31 $9.9M 262k 38.02

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Wisdomtree Trust futre strat

LPL Financial
Tidemark
Resources Investment Advisors
Stewardship Advisors
Capital Performance Advisors
Cetera Investment Advisers
Avestar Capital
Envestnet Asset Management
Raymond James Financial
Arkadios Wealth Advisors
Kingswood Wealth Advisors
Vestmark Advisory Solutions
Wells Fargo & Company
Ethos Financial Group
Columbus Macro

View all funds holding Wisdomtree Trust futre strat