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WisdomTree Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$376K +$176K +4,850 +84%
TPWM
27
Twelve Points Wealth Management
Massachusetts
$372K +$381K +10,507 New
EWM
28
Endowment Wealth Management
Wisconsin
$339K +$347K +9,572 New
CI
29
CX Institutional
Indiana
$317K -$13.3K -368 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$270K +$21.4K +590 +8%
MC
31
Moors & Cabot
Massachusetts
$244K -$27.9K -769 -10%
AIP
32
Almanack Investment Partners
Pennsylvania
$229K -$635K -17,520 -73%
GM
33
GeoWealth Management
Illinois
$204K +$149K +4,103 +247%
LPWM
34
Lake Point Wealth Management
Texas
$177K
UBS Group
35
UBS Group
Switzerland
$72K +$73.9K +2,038 New
SPIA
36
Steward Partners Investment Advisory
New York
$15K -$6.34K -175 -29%
US Bancorp
37
US Bancorp
Minnesota
$12K +$12.8K +352 New
HCP
38
Hexagon Capital Partners
Arkansas
$7K
RCM
39
Raleigh Capital Management
North Carolina
$5K
NFG
40
Next Financial Group
Texas
$5K +$4.89K +135 New
CAL
41
Capital Analysts LLC
Pennsylvania
$4K
CWA
42
Clearview Wealth Advisors
Oregon
$4K
CCM
43
Cribstone Capital Management
Maine
$4K +$217 +6 +5%
AIC
44
Archer Investment Corporation
Indiana
$3.54K
JWM
45
Janiczek Wealth Management
Colorado
$1K +$725 +20 New
AP
46
Advisors Preferred
Maryland
-$338K -8,147 Closed
CBFP
47
Cedar Brook Financial Partners
Ohio
-$236K -5,754 Closed
JCM
48
Jacobi Capital Management
Pennsylvania
-$152K -3,697 Closed
HI
49
Harbour Investments
Wisconsin
-$2K -45 Closed
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$145 -4 -50%