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Disclosery

WTMF WISDOMTREE TR

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FUTRE STRAT FD (fund)

78 managers (78 13F filers) reported a position in WTMF shares at 2025-12-31, 4,222,416 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
78
New
13
Added
29
Reduced
26
Sold out
7
Shares held by filers
4,222,416

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,130,590$43M<0.01%+5,39113F-HR/ATimelineGroup
OneDigital Investment Advisors LLC462,241$17.6M0.17%-13,33513F-HRTimeline
LPL Financial LLC450,357$17.1M<0.01%+121,29213F-HRTimeline
Stewardship Advisors, LLC279,662$10.6M2.46%+3,51313F-HRTimeline
Cetera Investment Advisers262,733$9.99M0.01%+182,01113F-HRTimeline
EARNED WEALTH ADVISORS, LLC261,688$9.95M0.71%new13F-HR/ATimeline
Tidemark, LLC250,990$9.54M2.71%new13F-HRTimeline
Avestar Capital, LLC129,203$4.91M0.34%-1,83913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,973$2.39M<0.01%+39,91413F-HRTimelineGroup
Arkadios Wealth Advisors59,920$2.28M0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,593$2.27M<0.01%-25,45713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.47,580$1.81M0.02%+2,88713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,144$1.53M<0.01%-35,24113F-HRTimelineGroup
Ethos Financial Group, LLC39,714$1.51M0.11%-4813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,134$1.37M<0.01%+20,28813F-HRTimelineGroup
Efficient Advisors, LLC34,820$1.32M0.08%-2,70713F-HR/ATimeline
Columbus Macro, LLC33,916$1.29M0.14%+2,01913F-HRTimeline
Asset Allocation Strategies LLC30,841$1.17M0.22%+3,21013F-HRTimeline
Comprehensive Wealth Management, LLC26,760$1.02M0.6%+4,54113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,053$991K<0.01%+1,25913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC25,922$986K0.05%+1,39913F-HRTimeline
Private Advisor Group, LLC23,720$902K<0.01%-98313F-HRTimeline
Global Wealth Management Investment Adv…22,612$860K0.14%new13F-HRTimeline
Cambridge Investment Research Advisors,…21,449$815K<0.01%+3,97113F-HRTimeline
Empirical Asset Management, LLC17,735$674K0.19%-12,59913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,697$673K<0.01%-4,01313F-HRTimelineGroup
Endowment Wealth Management, Inc.17,465$664K0.31%+1,24113F-HRTimeline
Sequent Planning LLC17,372$660K0.17%+1,44413F-HRTimeline
Cooper Financial Group16,273$619K0.07%+30813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,179$615K<0.01%new13F-HRTimelineGroup
Advisor Resource Council15,476$598K0.21%new13F-HRTimeline
Axis Wealth Partners, LLC15,486$589K0.33%+66613F-HRTimeline
CSS LLC/IL15,150$576K0.03%+10013F-HRTimeline
HARBOUR INVESTMENTS, INC.14,929$568K0.01%+1,43913F-HRTimeline
Austin Wealth Management, LLC14,578$563K0.08%-7413F-HRTimeline
PAX Financial Group, LLC14,169$539K0.09%+1,20513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,916$529K<0.01%-4,56313F-HRTimelineGroup
VestGen Advisors, LLC13,581$516K0.02%new13F-HRTimeline
Washington Trust Bank12,981$494K0.03%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bison Wealth, LLC12,276$479K0.05%new13F-HRTimeline
Discipline Wealth Solutions, LLC11,914$453K0.08%-9,87513F-HRTimeline
REAP Financial Group, LLC11,332$431K0.09%-24613F-HRTimeline
&PARTNERS11,336$425K<0.01%+55713F-HRTimeline
Entelevest, LLC9,798$373K0.39%13F-HRTimeline
Centric Wealth Management9,553$369K0.08%-1,38313F-HRTimeline
Alteri Wealth LLC9,481$360K0.12%+81713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,210$350K0.14%-95,15113F-HRTimeline
Sowell Financial Services LLC7,781$296K0.01%+1,24513F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,621$290K0.11%013F-HRTimeline
Betterment LLC7,553$287K<0.01%-20613F-HRTimeline
Trajan Wealth LLC7,436$283K0.01%-1,01313F-HRTimeline
Merit Financial Group, LLC6,712$255K<0.01%new13F-HRTimeline
Cambria Investment Management, L.P.5,880$224K0.01%-18513F-HRTimeline
MML INVESTORS SERVICES, LLC5,530$210K<0.01%-28,79313F-HRTimeline
IFG Advisory, LLC5,270$200K0.01%new13F-HRTimeline
Team Financial Group, LLC4,078$155K0.07%+30013F-HRTimeline
Golden State Wealth Management, LLC3,479$132K0.01%-1,38213F-HRTimeline
Litman Gregory Wealth Management LLC3,470$132K0.01%new13F-HRTimeline
AE Wealth Management LLC3,361$128K<0.01%+1,10913F-HRTimeline
COMERICA BANK3,293$125K<0.01%+2,64513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,123$119K<0.01%-1,33413F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,942$112K0.04%-1,08913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,432$92.5K0.01%+713F-HRTimeline
Aptus Capital Advisors, LLC1,491$56.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC941$35.8K<0.01%-31613F-HRTimeline
CX Institutional800$30K<0.01%-3113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners466$17.7K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.405$15.4K0.01%+34313F-HRTimeline
Global Retirement Partners, LLC250$9.51K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.220$8.36K<0.01%-15,22813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103$3.92K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC100$3.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC64$2.45K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$1.42K<0.01%-4213F-HRTimeline
Sunbelt Securities, Inc.27$1.03K<0.01%013F-HRTimeline
Solstein Capital, LLC25$951<0.01%013F-HRTimeline
Strategic Advocates LLC12$459<0.01%013F-HRTimeline
SHP Wealth Management12$456<0.01%13F-HRTimeline