WISDOMTREE TR WTMF
FUTRE STRAT FD · ETP · CUSIP 97717W125
45
institutional holders
+0 vs Q3 2022
3.2m
shares reported held*
$101.2mreported value*
6 new
23 added
10 reduced
7 sold out
net bought ≈ $7.5m (+238.8k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.54.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 45 |
| Q4 2022 | 45 |
Biggest buyers
| LPL Financial LLC | Added | +119.6k |
| JANE STREET GROUP, LLC | Added | +111.2k |
| WELLS FARGO & COMPANY/MN | Added | +42.3k |
| Washington Trust Bank | Added | +33.0k |
| MML INVESTORS SERVICES, LLC | Added | +23.3k |
| JPMORGAN CHASE & CO | New | +13.1k |
| CreativeOne Wealth, LLC | Added | +10.7k |
| Efficient Advisors, LLC | Added | +7.8k |
| OSAIC HOLDINGS, INC. | Added | +7.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +5.0k |
Biggest sellers
| Perigon Wealth Management, LLC | Sold out | -42.8k |
| MORGAN STANLEY | Reduced | -29.3k |
| Upper Left Wealth Management, LLC | Sold out | -29.2k |
| Cardinal Point Wealth Management Partners, LLC | Sold out | -28.6k |
| Fermata Advisors, LLC | Reduced | -9.8k |
| Freedom Investment Management, Inc. | Sold out | -6.7k |
| CX Institutional | Reduced | -5.8k |
| Betterment LLC | Reduced | -2.9k |
| Empirical Asset Management, LLC | Reduced | -1.9k |
| Savior LLC | Sold out | -963 |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $43.9m | Reduced -29.3k |
| LPL Financial LLC 0.00% of their portfolio | 138.7k $4.4m | Added +119.6k |
| Efficient Advisors, LLC 0.44% of their portfolio | 135.8k $4.3m | Added +7.8k |
| O'Dell Group, LLC 1.49% of their portfolio | 133.7k $4.2m | Added +1.6k |
| Cardinal Point Capital Management ULC 1.39% of their portfolio | 127.5k $4.0m | First filing |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 127.0k $4.0m | Added +111.2k |
| FOCUS Wealth Advisors, LLC 2.65% of their portfolio | 121.4k $3.8m | Reduced -186 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 113.3k $3.6m | Added +42.3k |
| Betterment LLC 0.01% of their portfolio | 94.1k $3.0m | Reduced -2.9k |
| Equitable Holdings, Inc. 0.05% of their portfolio | 92.4k $2.9m | Added +3.6k |
| Cambria Investment Management, L.P. 0.24% of their portfolio | 92.4k $2.9m | Added +3.5k |
| CX Institutional 0.16% of their portfolio | 84.3k $2.7m | Reduced -5.8k |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 74.7k $2.4m | Added +23.3k |
| Empirical Asset Management, LLC 1.90% of their portfolio | 57.1k $1.8m | Reduced -1.9k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 46.9k $1.5m | Added +2.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 44.1k $1.4m | Added +7.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 43.7k $1.4m | Added +5.0k |
| Washington Trust Bank 0.14% of their portfolio | 40.0k $1.3m | Added +33.0k |
| Twelve Points Wealth Management LLC 0.68% of their portfolio | 31.9k $1.0m | Added +929 |
| KLR INVESTMENT ADVISORS, LLC 0.80% of their portfolio | 30.7k $967.3k | First filing |
| CreativeOne Wealth, LLC 0.05% of their portfolio | 28.8k $908.0k | Added +10.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 26.5k $835.5k | Added +1.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 19.2k $605.0k | Added +527 |
| Cooper Financial Group 0.18% of their portfolio | 18.7k $589.0k | Added +4.1k |
| Endowment Wealth Management, Inc. 0.63% of their portfolio | 18.2k $574.5k | Added +740 |
| AE Wealth Management LLC 0.00% of their portfolio | 13.5k $426.3k | Added +1.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13.1k $411.0k | New |
| My Legacy Advisors, LLC 0.17% of their portfolio | 11.8k $388.0k | Reduced -828 |
| Truadvice, LLC 0.20% of their portfolio | 11.7k $373.4k | Added +317 |
| Fermata Advisors, LLC 0.08% of their portfolio | 8.0k $253.2k | Reduced -9.8k |
| GeoWealth Management, LLC 0.02% of their portfolio | 6.0k $190.0k | Added +2.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.6k $176.0k | Reduced -527 |
| CoreCap Advisors, LLC 0.01% of their portfolio | 2.6k $82.6k | New |
| HERITAGE WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 2.4k $76.5k | Added +1.2k |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 952 $30.0k | Added +20 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 431 $13.6k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 382 $12.0k | New |
| Hexagon Capital Partners LLC 0.00% of their portfolio | 203 $6.4k | Unchanged |
| Clearview Wealth Advisors LLC 0.00% of their portfolio | 100 $3.2k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 98 $3.1k | New |
| Concord Wealth Partners 0.00% of their portfolio | 71 $2.2k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 65 $3.0k | Reduced -435 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 33 $1.0k | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $32 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Reduced -377 |