Vault-13

WISDOMTREE TR WTMF

FUTRE STRAT FD · ETP · CUSIP 97717W125

76 institutional holders +6 vs Q1 2025
3,845,2123.8m shares reported held*
$135.8mreported value*
10 new 28 added 28 reduced 5 sold out net bought ≈ $1.2m (+34.1k 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 ≈ $35.31.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 45Q4 22: 45Q1 23: 43Q2 23: 44Q3 23: 49Q4 23: 56Q1 24: 59Q2 24: 53Q3 24: 67Q4 24: 75Q1 25: 70Q2 25: 7676Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202245
Q4 202245
Q1 202343
Q2 202344
Q3 202349
Q4 202356
Q1 202459
Q2 202453
Q3 202467
Q4 202475
Q1 202570
Q2 202576

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 21 bought or addedQ3 23: 22 cut or sold outQ4 23: 33 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 36 cut or sold outQ2 24: 18 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 34 bought or addedQ3 24: 26 cut or sold outQ4 24: 39 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 45 cut or sold outQ2 25: 38 bought or addedQ2 25: 33 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232122
Q4 20233324
Q1 20242736
Q2 20241835
Q3 20243426
Q4 20243929
Q1 20253345
Q2 20253833

Biggest buyers

LPL Financial LLC Added +114,964+115.0k
Vestmark Advisory Solutions, Inc. Added +49,189+49.2k
MORGAN STANLEY Added +41,766+41.8k
ENVESTNET ASSET MANAGEMENT INC Added +21,237+21.2k
MML INVESTORS SERVICES, LLC Added +17,142+17.1k
Discipline Wealth Solutions, LLC New +13,790+13.8k
Comprehensive Wealth Management, LLC New +12,977+13.0k
KINGSWOOD WEALTH ADVISORS, LLC New +11,756+11.8k
Virtu Financial LLC New +9,344+9.3k
Sowell Financial Services LLC New +6,626+6.6k

Biggest sellers

Cambria Investment Management, L.P. Reduced -61,968-62.0k
Betterment LLC Reduced -58,037-58.0k
IHT Wealth Management, LLC Sold out -41,298-41.3k
Austin Wealth Management, LLC Reduced -32,860-32.9k
Asset Allocation Strategies LLC Reduced -22,370-22.4k
Efficient Advisors, LLC Reduced -15,590-15.6k
OneDigital Investment Advisors LLC Reduced -12,841-12.8k
RAYMOND JAMES FINANCIAL INC Reduced -12,003-12.0k
Bison Wealth, LLC Reduced -7,726-7.7k
WELLS FARGO & COMPANY/MN Reduced -7,019-7.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,057,2951.1m $37.3m $37.3m 0.00% Added +41.8k +41,766
2 OneDigital Investment Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 497,698497.7k $17.6m $17.6m 0.20% Reduced -12.8k -12,841
3 O'Dell Group, LLC 2.75% of their portfolio CINCINNATI, OH 312,069312.1k $11.0m $11.0m 2.75% Added +2.4k +2,416
4 Stewardship Advisors, LLC 2.42% of their portfolio MOUNT JOY, PA 270,389270.4k $9.5m $9.5m 2.42% Added +3.3k +3,309
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 265,955266.0k $9.4m $9.4m 0.00% Added +115.0k +114,964
6 Avestar Capital, LLC 0.37% of their portfolio New York, NY 144,674144.7k $5.1m $5.1m 0.37% Added +1.5k +1,475
7 HOWARD BAILEY SECURITIES, LLC 1.08% of their portfolio FORT WAYNE, IN 98,78498.8k $3.5m $3.5m 1.08% Added +3.9k +3,851
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 87,98488.0k $3.1m $3.1m 0.01% Added +1.5k +1,502
9 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 82,41882.4k $2.9m $2.9m 0.04% Added +49.2k +49,189
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,63178.6k $2.8m $2.8m 0.00% Reduced -7.0k -7,019
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,28977.3k $2.7m $2.7m 0.00% Added +21.2k +21,237
12 Empirical Asset Management, LLC 0.65% of their portfolio WELLESLEY, MA 59,62759.6k $2.1m $2.1m 0.65% Added +1.1k +1,085
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 47,54447.5k $1.7m $1.7m 0.00% Reduced -12.0k -12,003
14 Efficient Advisors, LLC 0.10% of their portfolio BEAVERTON, OR 46,72246.7k $1.6m $1.6m 0.10% Reduced -15.6k -15,590
15 Ethos Financial Group, LLC 0.13% of their portfolio KING OF PRUSSIA, PA 42,44242.4k $1.5m $1.5m 0.13% Reduced -3.8k -3,769
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,59339.6k $1.4m $1.4m 0.00% Added +2.6k +2,613
17 Asset Allocation Strategies LLC 0.29% of their portfolio FARMINGTON, MI 37,21737.2k $1.3m $1.3m 0.29% Reduced -22.4k -22,370
18 Bison Wealth, LLC 0.10% of their portfolio ATLANTA, GA 34,68834.7k $1.2m $1.2m 0.10% Reduced -7.7k -7,726
19 Washington Trust Bank 0.09% of their portfolio Spokane, WA 31,14631.1k $1.1m $1.1m 0.09% Reduced -6.2k -6,244
20 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,97929.0k $1.0m $1.0m 0.00% Added +17.1k +17,142
21 Columbus Macro, LLC 0.12% of their portfolio NEW CASTLE, PA 28,51228.5k $1.0m $1.0m 0.12% Added +2.4k +2,421
22 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 25,68225.7k $906.7k $906.7k 0.00% Added +3.8k +3,754
23 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,33625.3k $894.5k $894.5k 0.00% Reduced -268 -268
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,46223.5k $828.4k $828.4k 0.00% Reduced -3.2k -3,170
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,99922.0k $776.7k $776.7k 0.00% Reduced -6.6k -6,595
26 Elios Financial Group Inc. 0.33% of their portfolio WESTLAKE, OH 20,73420.7k $732.0k $732.0k 0.33% Added +3.1k +3,132
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,07517.1k $602.8k $602.8k 0.00% Added +1.5k +1,468
28 Endowment Wealth Management, Inc. 0.29% of their portfolio APPLETON, WI 16,03716.0k $566.2k $566.2k 0.29% Reduced -534 -534
29 Cooper Financial Group 0.06% of their portfolio IRVINE, CA 15,57915.6k $550.0k $550.0k 0.06% Reduced -3.3k -3,343
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,24715.2k $538.4k $538.4k 0.00% Added +2.7k +2,697
31 CSS LLC/IL 0.03% of their portfolio CHICAGO, IL 15,05015.1k $531.4k $531.4k 0.03% Added +1 +1
32 Austin Wealth Management, LLC 0.09% of their portfolio Austin, TX 14,73214.7k $530.6k $530.6k 0.09% Reduced -32.9k -32,860
33 Sequent Planning LLC 0.16% of their portfolio OMAHA, NE 14,55114.6k $513.7k $513.7k 0.16% Added +1.4k +1,398
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,27814.3k $504.0k $504.0k 0.00% Added +5.9k +5,949
35 Discipline Wealth Solutions, LLC 0.19% of their portfolio GREENVILLE, SC 13,79013.8k $486.9k $486.9k 0.19% New
36 Comprehensive Wealth Management, LLC 0.37% of their portfolio LYNNWOOD, WA 12,97713.0k $458.2k $458.2k 0.37% New
37 INVENIO WEALTH PARTNERS LLC 0.18% of their portfolio CORAL GABLES, FL 12,92112.9k $456.2k $456.2k 0.18% Unchanged
38 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,44812.4k $440.0k $440.0k 0.00% Reduced -58.0k -58,037
39 PAX Financial Group, LLC 0.08% of their portfolio SAN ANTONIO, TX 12,23712.2k $432.0k $432.0k 0.08% Added +246 +246
40 REAP Financial Group, LLC 0.10% of their portfolio AUSTIN, TX 11,92811.9k $421.1k $421.1k 0.10% Reduced -763 -763
41 Centric Wealth Management 0.10% of their portfolio CHICAGO, IL 11,75811.8k $425.9k $425.9k 0.10% Reduced -1.6k -1,616
42 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 11,75611.8k $415.1k $415.1k 0.03% New
43 Axis Wealth Partners, LLC 0.26% of their portfolio EAST PROVIDENCE, RI 11,37311.4k $401.5k $401.5k 0.26% Reduced -637 -637
44 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,29511.3k $398.8k $398.8k 0.00% Reduced -1.9k -1,892
45 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,98411.0k $387.8k $387.8k 0.01% Added +1.3k +1,301
46 Cambria Investment Management, L.P. 0.03% of their portfolio Manhattan Beach, CA 10,96311.0k $387.1k $387.1k 0.03% Reduced -62.0k -61,968
47 Trajan Wealth LLC 0.02% of their portfolio SCOTTSDALE, AZ 10,76610.8k $380.1k $380.1k 0.02% Reduced -2.0k -2,040
48 Virtu Financial LLC 0.02% of their portfolio New York, NY 9,3449.3k $330.0k $330.0k 0.02% New
49 Alteri Wealth LLC 0.10% of their portfolio WESTLAKE VILLAGE, CA 7,4857.5k $264.3k $264.3k 0.10% Added +1.3k +1,267
50 ZEGA Investments, LLC 0.06% of their portfolio PALM BEACH GARDENS, FL 6,9386.9k $245.0k $245.0k 0.06% Unchanged
51 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 6,6266.6k $233.9k $233.9k 0.01% New
52 Freedom Investment Management, Inc. 0.02% of their portfolio SOUTH WINDSOR, CT 6,5406.5k $230.9k $230.9k 0.02% Added +18 +18
53 Cardinal Point Capital Management ULC 0.02% of their portfolio TORONTO, A6 6,5306.5k $230.5k $230.5k 0.02% Reduced -230 -230
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,1226.1k $216.0k $216.0k 0.00% Added +3.1k +3,092
55 ROCKLAND TRUST CO 0.01% of their portfolio HANOVER, MA 6,0246.0k $212.7k $212.7k 0.01% New
56 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 5,2755.3k $186.2k $186.2k 0.02% Added +2.0k +1,978
57 Glass Jacobson Investment Advisors llc 0.06% of their portfolio OWINGS MILLS, MD 4,1814.2k $147.6k $147.6k 0.06% Reduced -2.4k -2,423
58 Team Financial Group, LLC 0.06% of their portfolio TEMECULA, CA 3,4623.5k $122.2k $122.2k 0.06% New
59 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,4082.4k $85.0k $85.0k 0.01% Reduced -33 -33
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,2102.2k $78.0k $78.0k 0.00% Reduced -902 -902
61 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,6421.6k $58.0k $58.0k 0.00% Added +1.3k +1,282
62 Transce3nd, LLC 0.02% of their portfolio BUDA, TX 1,3861.4k $48.9k $48.9k 0.02% Reduced -26 -26
63 Concord Wealth Partners 0.01% of their portfolio ABINGDON, VA 1,2661.3k $44.7k $44.7k 0.01% Added +23 +23
64 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2571.3k $44.4k $44.4k 0.00% Reduced -14 -14
65 CX Institutional 0.00% of their portfolio AUBURN, IN 865865 $31.0k $31.0k 0.00% Reduced -16 -16
66 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 250250 $8.8k $8.8k 0.00% First filing
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 222222 $7.8k $7.8k 0.00% New
68 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 161161 $5.7k $5.7k 0.00% Unchanged
69 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 132132 $4.7k $4.7k 0.00% New
70 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 103103 $3.6k $3.6k 0.00% Unchanged
71 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 7979 $2.8k $2.8k 0.00% Unchanged
72 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 6464 $2.3k $2.3k 0.00% Unchanged
73 Solstein Capital, LLC 0.00% of their portfolio Menlo Park, CA 2525 $883 $883 0.00% Unchanged
74 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $35 $35 0.00% Unchanged
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 11 $35 $35 0.00% New
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged