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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
$24.8M -$4M -106,598 -14%
EA
2
Efficient Advisors
Ohio
$13.5M -$1.81M -48,094 -12%
LPWM
3
Lake Point Wealth Management
Texas
$12.7M +$12.9M +343,616 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.83M -$190K -5,065 -2%
CIM
5
Cambria Investment Management
California
$5.69M -$89.9K -2,395 -2%
ODG
6
O'Dell Group
Ohio
$5.08M -$42.7K -1,138 -0.8%
Betterment LLC
7
Betterment LLC
New York
$4.57M -$391K -10,413 -8%
RCA
8
Resonant Capital Advisors
Wisconsin
$3.01M +$3.04M +81,119 New
CAG
9
Csenge Advisory Group
Florida
$2.82M +$92.7K +2,469 +3%
EH
10
Equitable Holdings
New York
$2.2M +$2.23M +59,300 New
PWM
11
Perigon Wealth Management
California
$1.51M +$72.9K +1,941 +5%
Bank of America
12
Bank of America
North Carolina
$1.41M -$719K -19,156 -34%
BAM
13
Bruderman Asset Management
New York
$1.38M -$166K -4,426 -11%
IWP
14
IAG Wealth Partners
Wisconsin
$1.18M +$1.19M +31,727 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$692K -$367K -9,767 -34%
CI
16
CX Institutional
Indiana
$594K +$338 +9 +0.1%
FA
17
Faithward Advisors
Pennsylvania
$591K -$23.3M -619,743 -97%
NC
18
NewSquare Capital
Pennsylvania
$581K +$20.5K +545 +4%
DAS
19
Dynamic Advisor Solutions
Arizona
$548K -$2.47M -65,702 -82%
PWM
20
Paulson Wealth Management
Illinois
$541K -$26K -692 -4%
BAM
21
Belpointe Asset Management
Nevada
$498K +$47.1K +1,254 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$459K +$122K +3,260 +36%
Citadel Advisors
23
Citadel Advisors
Florida
$436K +$441K +11,758 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$410K -$667K -17,757 -62%
BPWA
25
Beacon Pointe Wealth Advisors
California
$350K -$61.9K -1,648 -15%
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