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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
$39.3M +$12.9M +367,449 +49%
EA
2
Efficient Advisors
Ohio
$8.4M -$1.01M -28,797 -11%
CIM
3
Cambria Investment Management
California
$4.69M -$115K -3,264 -2%
ODG
4
O'Dell Group
Ohio
$3.85M -$382K -10,878 -9%
Betterment LLC
5
Betterment LLC
New York
$3.33M -$186K -5,283 -5%
Bank of America
6
Bank of America
North Carolina
$3.18M +$1.68M +47,836 +112%
EH
7
Equitable Holdings
New York
$1.88M +$17.6K +500 +0.9%
PWM
8
Perigon Wealth Management
California
$1.12M +$27K +770 +2%
IWP
9
IAG Wealth Partners
Wisconsin
$909K +$30.3K +862 +3%
CI
10
CX Institutional
Indiana
$897K +$89.4K +2,545 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$825K -$1.99M -56,681 -71%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$728K +$524K +14,925 +254%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$518K +$520K +14,800 New
Wells Fargo
14
Wells Fargo
California
$514K +$46.9K +1,334 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$477K -$5.97K -170 -1%
JCM
16
Jacobi Capital Management
Pennsylvania
$439K +$217K +6,186 +97%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$320K -$196K -5,586 -38%
MWC
18
MKD Wealth Coaches
Michigan
$299K – – –
CBFP
19
Cedar Brook Financial Partners
Ohio
$201K – – –
PFS
20
Prospera Financial Services
Texas
$103K +$104K +2,950 New
UBS Group
21
UBS Group
Switzerland
$54K -$17.3K -493 -24%
SPIA
22
Steward Partners Investment Advisory
New York
$33K -$12K -341 -26%
FHA
23
Flagship Harbor Advisors
Massachusetts
$30K -$21.8K -621 -41%
GFPC
24
Global Financial Private Client
Florida
$16.3K – – –
ASN
25
Advisory Services Network
Georgia
$8K +$8.43K +240 New
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