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WisdomTree Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
26
Beacon Pointe Wealth Advisors
California
$527K +$551K +13,694 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$508K -$299K -7,425 -36%
NC
28
NewSquare Capital
Pennsylvania
$478K +$17.9K +445 +4%
BAM
29
Belpointe Asset Management
Nevada
$476K -$64.1K -1,593 -11%
CAAS
30
Capital Asset Advisory Services
Michigan
$458K +$159K +3,949 +50%
CA
31
Calton & Associates
Florida
$422K -$322 -8 -0.1%
FHA
32
Flagship Harbor Advisors
Massachusetts
$399K
MWM
33
Modera Wealth Management
New Jersey
$388K
LNC
34
Lincoln National Corp
Pennsylvania
$351K +$364K +9,057 New
RA
35
RFG Advisory
Alabama
$259K -$79.6K -1,979 -23%
CWS
36
Cypress Wealth Services
California
$249K +$2.9K +72 +1%
TSS
37
Two Sigma Securities
New York
$237K +$246K +6,127 New
BCI
38
Brinker Capital Investments
Pennsylvania
$200K
MWC
39
MKD Wealth Coaches
Michigan
$125K +$130K +3,222 New
UBS Group
40
UBS Group
Switzerland
$124K -$11.5K -286 -8%
CI
41
CX Institutional
Indiana
$76K -$91.1K -2,264 -54%
VCM
42
Vigilant Capital Management
Maine
$74K +$76.4K +1,900 New
APA
43
American Portfolios Advisors
New York
$53.1K
AP
44
Advisors Preferred
Maryland
$45K -$227K -5,646 -83%
EWM
45
Executive Wealth Management
Michigan
$45K +$45.3K +1,126 New
CA
46
Crewe Advisors
Utah
$41K
BHWM
47
Bay Harbor Wealth Management
Maryland
$30K +$31.4K +781 New
ASN
48
Advisory Services Network
Georgia
$28K
AG
49
Advisor Group
Arizona
$22K -$3.62K -90 -14%
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K +$684 +17 +4%