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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
$35.1M -$6.36M -178,188 -16%
CWM
2
Comprehensive Wealth Management
Washington
$20M +$19.3M +539,708 New
EA
3
Efficient Advisors
Ohio
$8.61M -$283K -7,927 -3%
CIM
4
Cambria Investment Management
California
$5.01M +$37.8K +1,059 +0.8%
Betterment LLC
5
Betterment LLC
New York
$3.62M +$98K +2,743 +3%
ODG
6
O'Dell Group
Ohio
$3.6M -$460K -12,867 -12%
EH
7
Equitable Holdings
New York
$2M +$15.4K +430 +0.8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.37M +$476K +13,336 +57%
PWM
9
Perigon Wealth Management
California
$1.2M +$17.1K +479 +1%
AP
10
Advisors Preferred
Maryland
$1.07M +$1.03M +28,826 New
IWP
11
IAG Wealth Partners
Wisconsin
$999K +$34.3K +961 +4%
AIP
12
Almanack Investment Partners
Pennsylvania
$883K +$850K +23,804 New
CI
13
CX Institutional
Indiana
$865K -$81.7K -2,286 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$758K -$12.6K -353 -2%
Wells Fargo
15
Wells Fargo
California
$668K +$118K +3,315 +23%
CW
16
CreativeOne Wealth
Kansas
$624K +$601K +16,826 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$552K +$2.5K +70 +0.5%
JCM
18
Jacobi Capital Management
Pennsylvania
$549K +$81.3K +2,277 +18%
Osaic Holdings
19
Osaic Holdings
Arizona
$376K -$123K -3,457 -25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$285K -$52.3K -1,464 -16%
CBFP
21
Cedar Brook Financial Partners
Ohio
$213K +$964 +27 +0.5%
CA
22
Cetera Advisors
Colorado
$209K +$201K +5,630 New
GM
23
GeoWealth Management
Illinois
$184K +$177K +4,966 New
UBS Group
24
UBS Group
Switzerland
$114K +$54.5K +1,526 +98%
Bank of America
25
Bank of America
North Carolina
$49K -$3.19M -89,425 -99%
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