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WisdomTree Managed Futures Strategy Fund
WTMF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.9M +$1.59M +39,036 +4%
LPL Financial
2
LPL Financial
California
$20.5M +$1.05M +25,736 +5%
T
3
Tidemark
California
$17.7M +$1M +24,617 +6%
OIA
4
OneDigital Investment Advisors
Kansas
$12.9M -$165K -4,049 -1%
SA
5
Stewardship Advisors
Pennsylvania
$11.9M +$381K +9,360 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.3M +$305K +7,484 +3%
CPA
7
Capital Performance Advisors
California
$11.2M +$34.9K +856 +0.3%
SPW
8
Stillwater Private Wealth
Pennsylvania
$7M +$6.87M +168,608 New
AC
9
Avestar Capital
New York
$5.37M +$196K +4,815 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.11M +$372K +9,128 +14%
Wells Fargo
11
Wells Fargo
California
$2.93M +$167K +4,103 +6%
KWA
12
Kingswood Wealth Advisors
California
$2.09M +$129K +3,154 +7%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$2.06M – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.86M +$1.03M +25,250 +124%
CM
15
Columbus Macro
Pennsylvania
$1.7M +$182K +4,459 +12%
Raymond James Financial
16
Raymond James Financial
Florida
$1.52M -$25.7K -630 -2%
EFG
17
Ethos Financial Group
Pennsylvania
$1.46M -$161K -3,940 -10%
AAS
18
Asset Allocation Strategies
Michigan
$1.38M +$91.2K +2,239 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.33M +$66.1K +1,623 +5%
CWM
20
Comprehensive Wealth Management
Washington
$1.29M +$75.1K +1,842 +6%
AssetMark Inc
21
AssetMark Inc
California
$1.26M +$1.26M +30,810 +29,913%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.1M -$547K -13,431 -33%
KAS
23
Kestra Advisory Services
Texas
$1.08M +$1.08M +26,477 New
Stifel Financial
24
Stifel Financial
Missouri
$1.04M +$367K +9,005 +54%
PAG
25
Private Advisor Group
New Jersey
$1.04M +$57.4K +1,408 +6%
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