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WisdomTree Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
26
Elios Financial Group
Ohio
$732K +$108K +3,132 +18%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$603K +$50.6K +1,468 +9%
EWM
28
Endowment Wealth Management
Wisconsin
$566K -$18.4K -534 -3%
CFG
29
Cooper Financial Group
California
$550K -$115K -3,343 -18%
Osaic Holdings
30
Osaic Holdings
Arizona
$538K +$92.9K +2,697 +21%
CL
31
CSS LLC
Illinois
$531K +$34 +1 +0%
AWM
32
Austin Wealth Management
Texas
$531K -$1.13M -32,860 -69%
SP
33
Sequent Planning
Nebraska
$514K +$48.2K +1,398 +11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$504K +$205K +5,949 +71%
DWS
35
Discipline Wealth Solutions
South Carolina
$487K +$475K +13,790 New
CWM
36
Comprehensive Wealth Management
Washington
$458K +$447K +12,977 New
IWP
37
Invenio Wealth Partners
Florida
$456K
Betterment LLC
38
Betterment LLC
New York
$440K -$2M -58,037 -82%
PFG
39
PAX Financial Group
Texas
$432K +$8.47K +246 +2%
CWM
40
Centric Wealth Management
Illinois
$426K -$55.7K -1,616 -12%
RFG
41
REAP Financial Group
Texas
$421K -$26.3K -763 -6%
KWA
42
Kingswood Wealth Advisors
California
$415K +$405K +11,756 New
AWP
43
Axis Wealth Partners
Rhode Island
$402K -$21.9K -637 -5%
P
44
&Partners
Tennessee
$399K -$65.2K -1,892 -14%
HI
45
Harbour Investments
Wisconsin
$388K +$44.8K +1,301 +13%
CIM
46
Cambria Investment Management
California
$387K -$2.13M -61,968 -85%
TW
47
Trajan Wealth
Arizona
$380K -$70.3K -2,040 -16%
VF
48
Virtu Financial
New York
$330K +$322K +9,344 New
AW
49
Alteri Wealth
California
$264K +$43.7K +1,267 +20%
ZI
50
ZEGA Investments
Florida
$245K