Skip to content
Disclosery

WTMF WISDOMTREE TR

Follow

FUTRE STRAT FD (fund)

83 managers (84 13F filers) reported a position in WTMF shares at 2026-06-30, 4,648,962 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
83
13F filers
84
New
9
Added
32
Reduced
26
Sold out
7
Shares held by filers
4,648,962

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,147,194$46.9M<0.01%+39,03613F-HRTimelineGroup
LPL Financial LLC502,047$20.5M<0.01%+25,73613F-HRTimeline
Tidemark, LLC432,433$17.7M3.98%+24,61713F-HRTimeline
OneDigital Investment Advisors LLC315,199$12.9M0.11%-4,04913F-HRTimeline
Stewardship Advisors, LLC291,438$11.9M2.47%+9,36013F-HRTimeline
Cetera Investment Advisers276,616$11.3M0.01%+7,48413F-HRTimeline
EARNED WEALTH ADVISORS, LLC273,756$11.2M0.72%+85613F-HRTimeline
Stillwater Private Wealth, LLC168,608$7M4.56%new13F-HRTimeline
Avestar Capital, LLC131,519$5.37M0.32%+4,81513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,053$3.11M<0.01%+9,12813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,809$2.93M<0.01%+4,10313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC51,188$2.09M0.08%+3,15413F-HRTimeline
Vestmark Advisory Solutions, Inc.50,399$2.06M0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,561$1.86M<0.01%+25,25013F-HRTimelineGroup
Columbus Macro, LLC41,669$1.7M0.17%+4,45913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,268$1.52M<0.01%-63013F-HRTimelineGroup
Ethos Financial Group, LLC35,749$1.46M0.1%-3,94013F-HRTimeline
Asset Allocation Strategies LLC33,725$1.38M0.21%+2,23913F-HRTimeline
Cambridge Investment Research Advisors,…32,524$1.33M<0.01%+1,62313F-HR/ATimeline
Comprehensive Wealth Management, LLC31,506$1.29M0.59%+1,84213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,913$1.26M<0.01%+30,81013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,963$1.1M<0.01%-13,43113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,477$1.08M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,539$1.04M<0.01%+9,00513F-HRTimelineGroup
Private Advisor Group, LLC25,508$1.04M<0.01%+1,40813F-HRTimeline
Global Wealth Management Investment Adv…23,225$949K0.14%+10513F-HRTimeline
Financial Enhancement Group LLC22,492$919K0.11%+1,06613F-HRTimeline
Advisor Resource Council20,332$833K0.28%+1,81613F-HRTimeline
Empirical Asset Management, LLC19,375$791K0.18%+78213F-HRTimeline
HARBOUR INVESTMENTS, INC.19,180$784K0.01%+1,07613F-HRTimeline
UBS Group AGgroup of 2 filers holding18,821$769K+243Timeline
Sequent Planning LLC18,763$766K0.16%+1,05613F-HRTimeline
Centric Wealth Management18,058$742K0.12%+9,01013F-HRTimeline
Endowment Wealth Management, Inc.17,596$719K0.28%+49713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,648$715K<0.01%-52713F-HRTimelineGroup
Axis Wealth Partners, LLC15,891$649K0.31%-45413F-HRTimeline
CSS LLC/IL15,150$619K0.03%013F-HRTimeline
Cooper Financial Group15,110$617K0.05%-92513F-HRTimeline
Clarity Asset Management, Inc.14,357$586K0.29%+4,69413F-HRTimeline
PAX Financial Group, LLC14,150$578K0.09%-7513F-HRTimeline
Arkadios Wealth Advisors13,916$568K0.01%-44513F-HRTimeline
VestGen Advisors, LLC13,789$563K0.02%-5513F-HRTimeline
Beacon Pointe Advisors, LLC11,761$480K<0.01%+2,57813F-HRTimeline
Austin Wealth Management, LLC10,267$419K0.09%-23613F-HRTimeline
Bison Wealth, LLC10,136$415K0.04%-1,44413F-HRTimeline
&PARTNERS9,921$405K<0.01%-34313F-HRTimeline
Sowell Financial Services LLC9,519$389K0.01%-5113F-HRTimeline
Alteri Wealth LLC9,501$388K0.11%+2013F-HRTimeline
Sanctuary Advisors, LLC8,280$338K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,754$317K<0.01%+1,59613F-HRTimeline
Discipline Wealth Solutions, LLC7,702$315K0.03%-55013F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,621$311K0.11%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC7,604$311K0.12%-1,44713F-HRTimeline
Trajan Wealth LLC6,979$285K0.01%-30313F-HRTimeline
REAP Financial Group, LLC6,845$280K0.05%-2,87513F-HRTimeline
Simplicity Wealth,LLC5,628$230K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC5,566$227K<0.01%-2813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,444$222K<0.01%-10313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,101$208K<0.01%new13F-HR/ATimeline
ROCKLAND TRUST CO5,025$205K0.01%-14213F-HRTimeline
Integrated Wealth Concepts LLC4,301$176K<0.01%new13F-HRTimeline
IFG Advisory, LLC3,827$156K0.01%new13F-HRTimeline
AE Wealth Management LLC3,240$132K<0.01%+1,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,172$130K<0.01%-2613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,503$102K<0.01%-1513F-HRTimeline
Golden State Wealth Management, LLC2,123$86.7K0.01%-30913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,497$61.1K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC1,491$60.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,316$53.8K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$51.1K<0.01%013F-HRTimeline
Highland Investment Advisors LLC910$37.2K0.02%13F-HRTimeline
Parallel Advisors, LLC782$31.9K<0.01%013F-HRTimeline
CX Institutional718$29K<0.01%-3713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.404$16.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC265$10.8K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners251$10.3K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC250$10.2K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.229$9.36K<0.01%013F-HRTimeline
Clearstead Advisors, LLC127$5.19K<0.01%-3013F-HRTimeline
Smartleaf Asset Management LLC64$2.59K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$1.52K<0.01%013F-HRTimeline
Solstein Capital, LLC25$1.02K<0.01%013F-HRTimeline
SHP Wealth Management12$490<0.01%013F-HRTimeline