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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
$48.9M -$4.4M -126,139 -8%
ODG
2
O'Dell Group
Ohio
$4.55M +$44.8K +1,285 +1%
EA
3
Efficient Advisors
Ohio
$4.41M -$34.9K -1,001 -0.8%
FWA
4
FOCUS Wealth Advisors
Texas
$4.18M +$4.24M +121,553 New
Betterment LLC
5
Betterment LLC
New York
$3.41M – – –
CI
6
CX Institutional
Indiana
$3.1M -$1.08M -31,078 -26%
CIM
7
Cambria Investment Management
California
$3.06M -$217K -6,233 -7%
EH
8
Equitable Holdings
New York
$3.06M +$31K +890 +1%
Wells Fargo
9
Wells Fargo
California
$2.44M +$516K +14,784 +26%
EAM
10
Empirical Asset Management
Massachusetts
$2.03M +$56.3K +1,615 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.77M +$1.14M +32,832 +177%
CAN
12
Cetera Advisor Networks
California
$1.53M +$44.9K +1,288 +3%
PWM
13
Perigon Wealth Management
California
$1.47M -$22.9K -658 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.33M +$1.05M +30,004 +345%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.28M +$997K +28,590 +333%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.06M +$63.5K +1,820 +6%
ULWM
17
Upper Left Wealth Management
Florida
$1M -$15K -431 -1%
CPWMP
18
Cardinal Point Wealth Management Partners
California
$988K -$179K -5,135 -15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$868K – – –
LPL Financial
20
LPL Financial
California
$659K +$138K +3,961 +26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$642K -$212K -6,071 -25%
CW
22
CreativeOne Wealth
Kansas
$624K +$33K +946 +6%
FA
23
Fermata Advisors
California
$613K -$44.7K -1,281 -7%
EWM
24
Endowment Wealth Management
Wisconsin
$602K +$10.6K +304 +2%
5L
25
55I LLC
Massachusetts
$546K +$162K +4,659 +42%
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