We are live on ! Find out more
WTMF icon

WisdomTree Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.7M +$1.99M +56,671 +4%
CIM
2
Cambria Investment Management
California
$14.8M -$1.09M -31,211 -7%
AC
3
Avestar Capital
New York
$6.96M +$719K +20,503 +12%
LPL Financial
4
LPL Financial
California
$6.68M +$791K +22,539 +13%
ODG
5
O'Dell Group
Ohio
$5.09M +$207K +5,903 +4%
CPCM
6
Cardinal Point Capital Management
Ontario, Canada
$4.95M +$280K +7,970 +6%
EA
7
Efficient Advisors
Ohio
$3.42M -$424K -12,083 -11%
Wells Fargo
8
Wells Fargo
California
$3.27M -$576K -16,419 -15%
Betterment LLC
9
Betterment LLC
New York
$3.15M -$176K -5,023 -5%
AWM
10
Austin Wealth Management
Texas
$2.63M +$2.66M +75,841 New
EAM
11
Empirical Asset Management
Massachusetts
$2.55M -$80.4K -2,292 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.35M +$308K +8,786 +15%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.96M -$21.3K -608 -1%
Jane Street
14
Jane Street
New York
$1.84M -$2.86M -81,681 -61%
CAN
15
Cetera Advisor Networks
California
$1.8M -$10.2K -291 -0.6%
CWM
16
Comprehensive Wealth Management
Washington
$1.75M +$1.28M +36,378 +272%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.45M +$35.7K +1,017 +3%
KIA
18
KLR Investment Advisors
Rhode Island
$1.1M -$39.3K -1,120 -3%
IWM
19
IHT Wealth Management
Illinois
$1.09M +$1.09M +30,958 New
T
20
TRUADVICE
Florida
$1.05M +$679K +19,365 +172%
PAG
21
Private Advisor Group
New Jersey
$979K +$120K +3,431 +14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$974K
JP Morgan Chase
23
JP Morgan Chase
New York
$933K +$32.9K +937 +4%
SA
24
Strategic Advocates
Utah
$815K +$812K +23,157 New
WTB
25
Washington Trust Bank
Washington
$721K -$621K -17,702 -46%