Simplicity Wealth »

Wisdomtree Trust futre strat shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Trust futre strat by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $272k 6.4k 42.19
2026-06-30 $230k 5.6k 40.85

More positions owned by Simplicity Wealth

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Amazon (AMZN)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for Simplicity Wealth

Top funds holding Wisdomtree Trust futre strat

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

View all funds holding Wisdomtree Trust futre strat