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Disclosery

WTMF WISDOMTREE TR

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FUTRE STRAT FD (fund)

71 managers (71 13F filers) reported a position in WTMF shares at 2025-09-30, 3,758,835 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
71
New
5
Added
25
Reduced
31
Sold out
7
Shares held by filers
3,758,835

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,125,199$42.6M<0.01%+67,90413F-HR/ATimelineGroup
OneDigital Investment Advisors LLC475,576$18M0.18%-22,12213F-HRTimeline
LPL Financial LLC329,065$12.5M<0.01%+63,11013F-HRTimeline
O'Dell Group, LLC319,746$12.1M2.6%+7,67713F-HRTimeline
Stewardship Advisors, LLC276,149$10.5M2.47%+5,76013F-HRTimeline
Avestar Capital, LLC131,042$4.96M0.36%-13,63213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC104,361$3.95M1.13%+5,57713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC85,050$3.22M<0.01%+7,76113F-HRTimelineGroup
Cetera Investment Advisers80,722$3.06M<0.01%-7,26213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,385$2.86M<0.01%-3,24613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.44,693$1.69M0.03%-37,72513F-HRTimeline
Ethos Financial Group, LLC39,762$1.51M0.12%-2,68013F-HRTimeline
Efficient Advisors, LLC37,527$1.42M0.08%-9,19513F-HRTimeline
MML INVESTORS SERVICES, LLC34,323$1.3M<0.01%+5,34413F-HRTimeline
Columbus Macro, LLC31,897$1.21M0.14%+3,38513F-HRTimeline
Empirical Asset Management, LLC30,334$1.15M0.32%-29,29313F-HRTimeline
Asset Allocation Strategies LLC27,631$1.05M0.21%-9,58613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,794$939K<0.01%-88813F-HRTimelineGroup
Private Advisor Group, LLC24,703$936K<0.01%-63313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,523$929K0.06%+12,76713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,059$874K<0.01%-24,48513F-HRTimelineGroup
Comprehensive Wealth Management, LLC22,219$842K0.6%+9,24213F-HRTimeline
Discipline Wealth Solutions, LLC21,789$825K0.22%+7,99913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,710$823K<0.01%-1,75213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,479$700K<0.01%-3,52013F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,478$662K<0.01%+3,20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,345$619K<0.01%-73013F-HRTimelineGroup
Endowment Wealth Management, Inc.16,224$615K0.28%+18713F-HRTimeline
Cooper Financial Group15,965$605K0.07%+38613F-HRTimeline
Sequent Planning LLC15,928$603K0.17%+1,37713F-HRTimeline
Strategic Wealth Partners, Ltd.15,448$585K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,846$582K<0.01%+59913F-HRTimelineGroup
CSS LLC/IL15,050$570K0.03%013F-HRTimeline
Austin Wealth Management, LLC14,652$563K0.09%-8013F-HRTimeline
Axis Wealth Partners, LLC14,820$561K0.33%+3,44713F-HRTimeline
HARBOUR INVESTMENTS, INC.13,490$511K0.01%+2,50613F-HRTimeline
Washington Trust Bank12,966$491K0.04%-18,18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PAX Financial Group, LLC12,964$491K0.09%+72713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,357$468K<0.01%-27,23613F-HRTimeline
REAP Financial Group, LLC11,578$439K0.1%-35013F-HRTimeline
Centric Wealth Management10,936$416K0.09%-82213F-HRTimeline
&PARTNERS10,779$408K<0.01%-51613F-HRTimeline
Alteri Wealth LLC8,664$328K0.11%+1,17913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,600$326K0.01%new13F-HRTimelineGroup
Trajan Wealth LLC8,449$320K0.01%-2,31713F-HRTimeline
Betterment LLC7,759$294K<0.01%-4,68913F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,621$289K0.11%-5,30013F-HRTimeline
Cardinal Point Capital Management ULC6,530$251K0.02%013F-HRTimeline
Sowell Financial Services LLC6,536$248K0.01%-9013F-HRTimeline
Cambria Investment Management, L.P.6,065$230K0.01%-4,89813F-HR/ATimeline
Golden State Wealth Management, LLC4,861$184K0.02%-41413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,457$168K<0.01%+1,39613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc4,031$153K0.06%-15013F-HRTimeline
Team Financial Group, LLC3,778$143K0.07%+31613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,425$91.9K0.01%+1713F-HRTimeline
AE Wealth Management LLC2,252$85.3K<0.01%+4213F-HRTimeline
CoreCap Advisors, LLC1,257$47.6K<0.01%013F-HRTimeline
CX Institutional831$31K<0.01%-3413F-HRTimeline
COMERICA BANK648$24.5K<0.01%-99413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners466$17.7K<0.01%-80013F-HRTimelineGroup
Global Retirement Partners, LLC250$9.47K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC222$8.41K<0.01%013F-HRTimeline
Larson Financial Group LLC161$6.08K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103$3.9K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC79$2.98K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC64$2.42K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.62$2.35K<0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG36$1.36K<0.01%+3513F-HRTimelineGroup
Sunbelt Securities, Inc.27$1.02K<0.01%new13F-HRTimeline
Solstein Capital, LLC25$947<0.01%013F-HRTimeline
Strategic Advocates LLC12$455<0.01%new13F-HRTimeline