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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
$54.3M +$2.33M +65,277 +4%
ODG
2
O'Dell Group
Ohio
$4.59M +$168K +4,713 +4%
EA
3
Efficient Advisors
Ohio
$4.53M -$616K -17,244 -12%
CI
4
CX Institutional
Indiana
$4.25M -$42.9K -1,202 -1%
Betterment LLC
5
Betterment LLC
New York
$3.41M -$135K -3,778 -4%
CIM
6
Cambria Investment Management
California
$3.34M -$1.78M -49,841 -34%
EH
7
Equitable Holdings
New York
$3.09M -$85.4K -2,390 -3%
QAM
8
Q3 Asset Management
Michigan
$3.06M +$3.11M +87,126 New
EAM
9
Empirical Asset Management
Massachusetts
$2.02M +$274K +7,667 +15%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$2.01M – – –
Wells Fargo
11
Wells Fargo
California
$1.97M +$1.37M +38,243 +213%
PWM
12
Perigon Wealth Management
California
$1.53M -$179K -5,009 -10%
CAN
13
Cetera Advisor Networks
California
$1.52M +$131K +3,657 +9%
HAS
14
HBW Advisory Services
California
$1.32M +$1.35M +37,645 New
CPWMP
15
Cardinal Point Wealth Management Partners
California
$1.18M +$67K +1,875 +6%
ULWM
16
Upper Left Wealth Management
Florida
$1.04M +$55.7K +1,560 +6%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.02M +$275K +7,699 +36%
WTB
18
Washington Trust Bank
Washington
$929K -$2.18M -60,881 -70%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$885K -$288K -8,061 -24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$868K -$44.4K -1,244 -5%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$674K +$196K +5,490 +40%
FA
22
Fermata Advisors
California
$670K +$77.3K +2,164 +13%
MML Investors Services
23
MML Investors Services
Massachusetts
$650K +$103K +2,887 +18%
CW
24
CreativeOne Wealth
Kansas
$603K -$120K -3,358 -16%
EWM
25
Endowment Wealth Management
Wisconsin
$603K +$54.7K +1,530 +10%
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