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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
$50.1M +$2.27M +56,434 +5%
CIM
2
Cambria Investment Management
California
$11.7M +$5.84M +144,996 +102%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.5M +$640K +15,896 +6%
Wells Fargo
4
Wells Fargo
California
$6.86M -$722K -17,934 -10%
Betterment LLC
5
Betterment LLC
New York
$6.59M -$447K -11,092 -6%
CAG
6
Csenge Advisory Group
Florida
$2.85M +$1.58M +39,317 +130%
Bank of America
7
Bank of America
North Carolina
$2.62M +$236K +5,871 +10%
BAM
8
Bruderman Asset Management
New York
$2.35M +$311K +7,730 +15%
Axa
9
Axa
France
$2.21M – – –
PWM
10
Paulson Wealth Management
Illinois
$1.15M +$1.15M +28,523 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$103K -2,568 -8%
ACM
12
Aviance Capital Management
Florida
$1.06M -$132K -3,284 -11%
SFG
13
Sage Financial Group
Pennsylvania
$931K +$150K +3,714 +19%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$837K +$129K +3,201 +18%
RJA
15
Raymond James & Associates
Florida
$803K +$794K +19,710 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$703K +$71.7K +1,780 +12%
BAM
17
Belpointe Asset Management
Nevada
$565K -$12K -299 -2%
NC
18
NewSquare Capital
Pennsylvania
$484K +$478K +11,880 New
CA
19
Calton & Associates
Florida
$444K +$37.2K +924 +9%
FHA
20
Flagship Harbor Advisors
Massachusetts
$421K – – –
MWM
21
Modera Wealth Management
New Jersey
$408K +$403K +10,000 New
RA
22
RFG Advisory
Alabama
$353K -$1.87M -46,522 -84%
LPL Financial
23
LPL Financial
California
$347K +$98.7K +2,450 +40%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$337K -$8.98M -223,055 -96%
CAAS
25
Capital Asset Advisory Services
Michigan
$320K -$14.9K -371 -5%
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