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WisdomTree Managed Futures Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.9M +$969K +27,065 +2%
IWM
2
IHT Wealth Management
Illinois
$19.4M +$141K +3,927 +0.7%
OIA
3
OneDigital Investment Advisors
Kansas
$18.1M +$6.93M +193,461 +61%
ODG
4
O'Dell Group
Ohio
$11.2M +$429K +11,970 +4%
EFG
5
Ethos Financial Group
Pennsylvania
$10.1M +$374K +10,433 +4%
SA
6
Stewardship Advisors
Pennsylvania
$7.91M +$7.98M +222,699 New
IWP
7
Invenio Wealth Partners
Florida
$7.61M +$522K +14,575 +7%
AC
8
Avestar Capital
New York
$6.27M -$414K -11,563 -6%
LPL Financial
9
LPL Financial
California
$5.68M -$1.31M -36,616 -19%
WTB
10
Washington Trust Bank
Washington
$4.26M +$2.79M +77,963 +186%
Wells Fargo
11
Wells Fargo
California
$3.42M +$1.62M +45,245 +89%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.07M +$1.75M +48,978 +131%
Betterment LLC
13
Betterment LLC
New York
$2.68M -$117K -3,280 -4%
CIM
14
Cambria Investment Management
California
$2.63M -$101K -2,823 -4%
HBS
15
Howard Bailey Securities
Indiana
$2.5M +$2.52M +70,330 New
EA
16
Efficient Advisors
Ohio
$2.46M -$8.95K -250 -0.4%
AWM
17
Austin Wealth Management
Texas
$2.12M -$155K -4,336 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.03M +$54.2K +1,514 +3%
CWM
19
Comprehensive Wealth Management
Washington
$1.98M +$136K +3,800 +7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.9M -$12.6K -352 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.83M +$1.56M +43,560 +548%
EAM
22
Empirical Asset Management
Massachusetts
$1.66M -$640K -17,871 -28%
AAS
23
Asset Allocation Strategies
Michigan
$1.61M +$1.62M +45,229 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.42M -$233K -6,492 -14%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.18M -$58.8K -1,642 -5%