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Disclosery

WTMF WISDOMTREE TR

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FUTRE STRAT FD (fund)

74 managers (74 13F filers) reported a position in WTMF shares at 2024-12-31, 4,237,932 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
74
13F filers
74
New
10
Added
30
Reduced
19
Sold out
9
Shares held by filers
4,237,932

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY1,214,526$42.4M<0.01%+61,69713F-HR/ATimelineGroup
OneDigital Investment Advisors LLC550,691$19.2M0.22%+40,40313F-HRTimeline
O'Dell Group, LLC316,637$11.1M2.5%+23113F-HRTimeline
Stewardship Advisors, LLC230,540$8.05M2.23%+7,84113F-HRTimeline
Avestar Capital, LLC172,198$6.01M0.55%-4,25813F-HRTimeline
LPL Financial LLC153,756$5.37M<0.01%-6,28013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153,267$5.35M<0.01%+57,03613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,548$2.88M0.01%+31,04413F-HR/ATimelineGroup
HOWARD BAILEY SECURITIES, LLC76,348$2.67M0.99%+6,01813F-HRTimeline
Betterment LLC74,212$2.59M0.01%-1,19113F-HRTimeline
Cambria Investment Management, L.P.72,931$2.55M0.15%-1,18713F-HRTimeline
Efficient Advisors, LLC70,414$2.46M0.16%+1,25013F-HRTimeline
Washington Trust Bank61,823$2.16M0.21%-58,01613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROCKLAND TRUST CO59,001$2.06M0.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,152$2.03M<0.01%13F-HR/ATimelineGroup
Asset Allocation Strategies LLC57,115$2.01M0.48%+11,88613F-HRTimeline
Cetera Investment Advisers55,485$1.94M<0.01%+1,95313F-HRTimeline
Austin Wealth Management, LLC53,269$1.9M0.39%-7,12213F-HRTimeline
Comprehensive Wealth Management, LLC54,211$1.89M1.42%-1,66713F-HRTimeline
Empirical Asset Management, LLC50,543$1.77M0.59%+3,81713F-HRTimeline
IHT Wealth Management, LLC49,972$1.75M0.06%-494,99013F-HRTimeline
Bison Wealth, LLC45,366$1.58M0.19%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,449$1.52M<0.01%-43,02113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,113$1.44M<0.01%new13F-HRTimelineGroup
Strategic Advocates LLC31,831$1.11M0.38%+4,32413F-HRTimeline
&PARTNERS25,134$884K0.01%-7,12313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,598$859K<0.01%+15,03513F-HRTimeline
Private Advisor Group, LLC24,048$840K<0.01%+37713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,145$808K<0.01%+1,98113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC19,860$694K0.04%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,958$627K<0.01%+1,55113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,769$621K<0.01%-22,06913F-HRTimelineGroup
Elios Financial Group Inc.17,642$616K0.29%+28213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,542$613K<0.01%new13F-HR/ATimeline
Cooper Financial Group16,700$583K0.07%+66013F-HRTimeline
REAP Financial Group, LLC15,480$541K0.13%-2,32713F-HRTimeline
Endowment Wealth Management, Inc.15,132$529K0.36%+61113F-HRTimeline
Trajan Wealth LLC14,155$494K0.03%-1,36113F-HRTimeline
Centric Wealth Management13,897$485K0.13%-76213F-HRTimeline
Ethos Financial Group, LLC13,639$476K0.06%-269,28613F-HRTimeline
Sequent Planning LLC13,093$457K0.17%+57013F-HRTimeline
INVENIO WEALTH PARTNERS LLC12,921$451K0.19%-201,37313F-HRTimeline
CSS LLC/IL10,541$368K0.02%new13F-HRTimeline
ENTREWEALTH, LLC9,906$351K0.32%13F-HRTimeline
Twelve Points Wealth Management LLC9,171$320K0.09%-24,12913F-HRTimeline
Axis Wealth Partners, LLC8,643$302K0.25%13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,897$276K0.01%+9013F-HRTimeline
PAX Financial Group, LLC7,771$271K0.05%+92213F-HRTimeline
Cardinal Point Capital Management ULC6,760$236K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc6,604$231K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWO SIGMA SECURITIES, LLC6,573$230K0.04%new13F-HRTimeline
My Legacy Advisors, LLC6,152$219K0.08%+10913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,124$144K<0.01%+6413F-HRTimelineGroup
AE Wealth Management LLC3,889$136K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC3,880$136K<0.01%+28013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,264$114K0.01%+49413F-HRTimeline
Farther Finance Advisors, LLC2,200$76.8K<0.01%+92113F-HRTimeline
CoreCap Advisors, LLC2,074$72.4K<0.01%-2513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,823$64.8K0.01%new13F-HRTimelineGroup
Transce3nd, LLC1,608$56.2K0.02%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,397$48.8K0.01%+62013F-HRTimelineGroup
COMERICA BANK605$21.1K<0.01%+19813F-HR/ATimeline
FLP Wealth Management, LLC313$10.9K0.03%13F-HRTimeline
Golden State Wealth Management, LLC205$7.16K<0.01%13F-HRTimeline
Larson Financial Group LLC161$5.61K<0.01%+613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…132$4.61K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC58$2.01K<0.01%013F-HRTimeline
Global Retirement Partners, LLC31$1.08K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25$873<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.6$210<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$188<0.01%-6813F-HRTimeline
Continuum Advisory, LLC2$67<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$35<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.