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Disclosery

WTMF WISDOMTREE TR

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FUTRE STRAT FD (fund)

69 managers (69 13F filers) reported a position in WTMF shares at 2025-03-31, 3,810,843 shares in all. 11 filers opened a position and 15 filers sold out during the quarter.

Managers
69
13F filers
69
New
11
Added
22
Reduced
30
Sold out
15
Shares held by filers
3,810,843

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,015,529$34.7M<0.01%-198,99713F-HRTimelineGroup
OneDigital Investment Advisors LLC510,539$17.4M0.21%-40,15213F-HRTimeline
O'Dell Group, LLC309,653$10.6M2.74%-6,98413F-HRTimeline
Stewardship Advisors, LLC267,080$9.12M2.46%+36,54013F-HRTimeline
LPL Financial LLC150,991$5.15M<0.01%-2,76513F-HRTimeline
Avestar Capital, LLC143,199$4.89M0.47%-28,99913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC94,933$3.24M1.08%+18,58513F-HR/ATimeline
Cetera Investment Advisers86,482$2.95M0.01%+30,99713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,650$2.92M<0.01%-67,61713F-HRTimelineGroup
Cambria Investment Management, L.P.72,931$2.55M0.18%013F-HRTimeline
Betterment LLC70,485$2.41M0.01%-3,72713F-HRTimeline
Efficient Advisors, LLC62,312$2.13M0.14%-8,10213F-HR/ATimeline
Asset Allocation Strategies LLC59,587$2.03M0.51%+2,47213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,547$2.03M<0.01%+1,39513F-HRTimelineGroup
Empirical Asset Management, LLC58,542$2M0.68%+7,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,052$1.91M<0.01%+38,28313F-HRTimelineGroup
Austin Wealth Management, LLC47,592$1.61M0.32%-5,67713F-HRTimeline
Ethos Financial Group, LLC46,211$1.59M0.15%+32,57213F-HRTimeline
Bison Wealth, LLC42,414$1.45M0.14%-2,95213F-HRTimeline
IHT Wealth Management, LLC41,298$1.41M0.04%-8,67413F-HRTimeline
Washington Trust Bank37,390$1.28M0.13%-24,43313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC36,980$1.26M<0.01%+12,38213F-HRTimeline
Vestmark Advisory Solutions, Inc.33,229$1.13M0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,594$976K<0.01%-12,51913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,632$909K<0.01%+3,48713F-HRTimelineGroup
Columbus Macro, LLC26,091$890K0.12%new13F-HRTimeline
Private Advisor Group, LLC25,604$874K0.01%+1,55613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,928$748K<0.01%+3,97013F-HRTimelineGroup
Cooper Financial Group18,922$646K0.09%+2,22213F-HRTimeline
Elios Financial Group Inc.17,602$601K0.3%-4013F-HRTimeline
Endowment Wealth Management, Inc.16,571$566K0.36%+1,43913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,607$533K<0.01%-27,84213F-HRTimelineGroup
CSS LLC/IL15,049$514K0.04%+4,50813F-HRTimeline
Centric Wealth Management13,374$456K0.12%-52313F-HRTimeline
&PARTNERS13,187$453K<0.01%-11,94713F-HRTimeline
Sequent Planning LLC13,153$449K0.16%+6013F-HRTimeline
INVENIO WEALTH PARTNERS LLC12,921$441K0.19%013F-HRTimeline
Trajan Wealth LLC12,806$437K0.02%-1,34913F-HRTimeline
REAP Financial Group, LLC12,691$433K0.11%-2,78913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,550$428K<0.01%-69,99813F-HRTimelineGroup
Axis Wealth Partners, LLC12,010$410K0.3%+3,36713F-HRTimeline
PAX Financial Group, LLC11,991$409K0.07%+4,22013F-HRTimeline
MML INVESTORS SERVICES, LLC11,837$404K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,683$330K0.01%+1,78613F-HRTimeline
Cambridge Investment Research Advisors,…8,329$284K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC6,956$237K0.18%-2,95013F-HRTimeline
ZEGA Investments, LLC6,938$237K0.07%new13F-HRTimeline
Cardinal Point Capital Management ULC6,760$231K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc6,604$231K0.08%013F-HRTimeline
Freedom Investment Management, Inc.6,522$223K0.02%new13F-HRTimeline
Alteri Wealth LLC6,218$212K0.09%new13F-HRTimeline
My Legacy Advisors, LLC6,147$210K0.08%-513F-HRTimeline
Golden State Wealth Management, LLC3,297$113K0.02%+3,09213F-HR/ATimeline
AE Wealth Management LLC3,112$106K<0.01%-77713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,030$103K<0.01%-1,09413F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,441$83.3K0.01%-82313F-HRTimeline
Kiker Wealth Management, LLC1,460$49.8K0.03%new13F-HRTimeline
Transce3nd, LLC1,412$48.2K0.02%-19613F-HRTimeline
CoreCap Advisors, LLC1,271$43.4K<0.01%-80313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,243$42.4K0.01%-15413F-HRTimelineGroup
CX Institutional881$30K<0.01%new13F-HRTimeline
COMERICA BANK360$12.3K<0.01%-24513F-HRTimeline
Larson Financial Group LLC161$5.48K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103$3.52K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC79$2.68K<0.01%+7413F-HRTimeline
Smartleaf Asset Management LLC64$2.2K<0.01%+613F-HRTimeline
Solstein Capital, LLC25$853<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1$34<0.01%-513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.