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Disclosery

WTMF WISDOMTREE TR

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FUTRE STRAT FD (fund)

75 managers (75 13F filers) reported a position in WTMF shares at 2025-06-30, 3,842,151 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
75
13F filers
75
New
10
Added
28
Reduced
28
Sold out
5
Shares held by filers
3,842,151

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,057,295$37.3M<0.01%+41,76613F-HRTimelineGroup
OneDigital Investment Advisors LLC497,698$17.6M0.2%-12,84113F-HRTimeline
O'Dell Group, LLC312,069$11M2.75%+2,41613F-HRTimeline
Stewardship Advisors, LLC270,389$9.55M2.42%+3,30913F-HRTimeline
LPL Financial LLC265,955$9.39M<0.01%+114,96413F-HRTimeline
Avestar Capital, LLC144,674$5.11M0.37%+1,47513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC98,784$3.49M1.08%+3,85113F-HR/ATimeline
Cetera Investment Advisers87,984$3.11M0.01%+1,50213F-HRTimeline
Vestmark Advisory Solutions, Inc.82,418$2.91M0.04%+49,18913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,631$2.78M<0.01%-7,01913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,289$2.73M<0.01%+21,23713F-HRTimelineGroup
Empirical Asset Management, LLC59,627$2.11M0.65%+1,08513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,544$1.68M<0.01%-12,00313F-HRTimelineGroup
Efficient Advisors, LLC46,722$1.65M0.1%-15,59013F-HRTimeline
Ethos Financial Group, LLC42,442$1.5M0.13%-3,76913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,593$1.4M<0.01%+2,61313F-HRTimeline
Asset Allocation Strategies LLC37,217$1.31M0.29%-22,37013F-HRTimeline
Bison Wealth, LLC34,688$1.22M0.1%-7,72613F-HRTimeline
Washington Trust Bank31,146$1.1M0.09%-6,24413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC28,979$1.02M<0.01%+17,14213F-HRTimeline
Columbus Macro, LLC28,512$1.01M0.12%+2,42113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,682$907K<0.01%+3,75413F-HRTimelineGroup
Private Advisor Group, LLC25,336$895K<0.01%-26813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,462$828K<0.01%-3,17013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,999$777K<0.01%-6,59513F-HRTimelineGroup
Elios Financial Group Inc.20,734$732K0.33%+3,13213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,075$603K<0.01%+1,46813F-HRTimelineGroup
Endowment Wealth Management, Inc.16,037$566K0.29%-53413F-HRTimeline
Cooper Financial Group15,579$550K0.06%-3,34313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,247$538K<0.01%+2,69713F-HR/ATimelineGroup
CSS LLC/IL15,050$531K0.03%+113F-HRTimeline
Austin Wealth Management, LLC14,732$531K0.09%-32,86013F-HRTimeline
Sequent Planning LLC14,551$514K0.16%+1,39813F-HRTimeline
Cambridge Investment Research Advisors,…14,278$504K<0.01%+5,94913F-HRTimeline
Discipline Wealth Solutions, LLC13,790$487K0.19%new13F-HRTimeline
Comprehensive Wealth Management, LLC12,977$458K0.37%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC12,921$456K0.18%013F-HRTimeline
Betterment LLC12,448$440K<0.01%-58,03713F-HRTimeline
PAX Financial Group, LLC12,237$432K0.08%+24613F-HRTimeline
Centric Wealth Management11,758$426K0.1%-1,61613F-HRTimeline
REAP Financial Group, LLC11,928$421K0.1%-76313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,756$415K0.03%new13F-HRTimeline
Axis Wealth Partners, LLC11,373$402K0.26%-63713F-HRTimeline
&PARTNERS11,295$399K<0.01%-1,89213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,984$388K0.01%+1,30113F-HRTimeline
Cambria Investment Management, L.P.10,963$387K0.03%-61,96813F-HRTimeline
Trajan Wealth LLC10,766$380K0.02%-2,04013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC9,344$330K0.02%new13F-HRTimelineGroup
Alteri Wealth LLC7,485$264K0.1%+1,26713F-HRTimeline
ZEGA Investments, LLC6,938$245K0.06%013F-HRTimeline
Sowell Financial Services LLC6,626$234K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.6,540$231K0.02%+1813F-HRTimeline
Cardinal Point Capital Management ULC6,530$231K0.02%-23013F-HRTimeline
ROCKLAND TRUST CO6,024$213K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC5,275$186K0.02%+1,97813F-HRTimeline
Glass Jacobson Investment Advisors llc4,181$148K0.06%-2,42313F-HRTimeline
Team Financial Group, LLC3,462$122K0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,061$108K<0.01%+3113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,408$85K0.01%-3313F-HRTimeline
AE Wealth Management LLC2,210$78K<0.01%-90213F-HRTimeline
COMERICA BANK1,642$58K<0.01%+1,28213F-HRTimeline
Transce3nd, LLC1,386$48.9K0.02%-2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,266$44.7K0.01%+2313F-HRTimelineGroup
CoreCap Advisors, LLC1,257$44.4K<0.01%-1413F-HRTimeline
CX Institutional865$31K<0.01%-1613F-HR/ATimeline
Global Retirement Partners, LLC250$8.83K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC222$7.84K<0.01%new13F-HRTimeline
Larson Financial Group LLC161$5.67K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…132$4.66K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103$3.64K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC79$2.77K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC64$2.26K<0.01%013F-HRTimeline
Solstein Capital, LLC25$883<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1$35<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.