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Get Institutions for : 
Wisdomtree Managed Futures Strategy Fund (WDTI)  
$36.95 0.17 (0.46%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    2
Total shares held : 
 4,641,528  
% of shares held : 
 89.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 1,127,732  
% of shares held change : 
   21.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.97  
Last Quarter's Ending Price : 
 $35.07  
Last Quarter's Average Price : 
 $34.59  
Change from last quarter's     
avg. price to the last closing  : 
2.36 (6.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 908,329
 19.57%
 
Increased Positions :
22
 403,021
 8.68%
 
Unchanged Positions :
4
 269
 0.01%
 
Decreased Positions :
17
-119,411
-2.57%
 
Closed Positions :
8
-64,207
-1.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1931 - 2024-03-31 1,088,467 $40,818,000 -393,991
   Cambria Investment Management L.P. 6 - 2024-03-31 371,312 $13,924,000 -12,024
   Resources Investment Advisors Inc. 110 - 2024-03-31 322,096 $12,079,000 -22,528
   ODell Group LLC 14 - 2024-03-31 304,436 $11,416,000 161,396
   Centric Wealth Management 4 - 2024-03-31 284,631 $10,409,000 -5,013
   Ethos Financial Group LLC 11 - 2024-03-31 260,740 $9,778,000 19,792
   JANE STREET GROUP LLC 929 - 2024-03-31 218,309 $8,187,000 218,309
   LPL FINANCIAL CORP 1499 - 2024-03-31 202,251 $7,584,000 1,740
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 813 - 2024-03-31 180,335 $6,763,000 180,335
   Avestar Capital LLC 40 - 2024-03-31 161,982 $6,074,000 6,118
   INVENIO WEALTH PARTNERS LLC 14 *New 2024-03-31 137,378 $5,152,000 137,378
   Cardinal Point Wealth Management Partners LLC 10 - 2023-03-31 135,252 $4,539,000 7,720
   EFFICIENT ADVISORS, LLC 41 - 2024-03-31 87,312 $3,274,000 -9,565
   WASHINGTON TRUST BANK 62 - 2024-03-31 80,990 $3,037,000 -13,770
   Betterment LLC 126 - 2024-03-31 80,589 $3,022,000 -2,810
   IHT Wealth Management LLC 200 - 2024-03-31 70,946 $2,661,000 17,216
   Empirical Asset Management LLC 9 - 2024-03-31 70,522 $2,645,000 -698
   Austin Wealth Management LLC 36 - 2023-12-31 71,028 $2,579,000 -4,813
   WELLS FARGO & CO/MN 2451 - 2024-03-31 62,949 $2,361,000 -73,890
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1587 - 2024-03-31 57,556 $2,158,000 -7,176
   ENVESTNET ASSET MANAGEMENT INC 2575 - 2024-03-31 51,687 $1,938,000 -21,359
   Comprehensive Wealth Management LLC 7 - 2024-03-31 49,762 $1,866,000 -402
   FINANCIAL NETWORK 1068 - 2024-03-31 48,768 $1,829,000 -1,543
   Twelve Points Wealth Management LLC 48 - 2024-03-31 37,658 $1,412,000 -748
   WILEY BROS.-AINTREE CAPITAL LLC 137 *New 2024-03-31 30,113 $1,129,000 30,113
   KLR INVESTMENT ADVISORS LLC 29 - 2024-03-31 28,991 $1,067,000 -4,215
   Truadvice LLC 67 - 2023-09-30 30,646 $1,049,000 19,365
   J P MORGAN CHASE & CO 3406 - 2024-03-31 24,816 $931,000 353
   Trajan Wealth LLC 114 - 2024-03-31 22,002 $825,000 0
   Strategic Advocates LLC 56 - 2024-03-31 19,849 $744,000 -888
   My Legacy Advisors LLC 115 - 2023-12-31 20,774 $727,000 398
   Cooper Financial Group 179 - 2024-03-31 16,906 $634,000 26
   Kestra Advisory Services LLC 1525 - 2024-03-31 16,362 $614,000 0
   Private Advisor Group LLC 1409 - 2024-03-31 15,939 $598,000 -16,060
   Endowment Wealth Management Inc. 57 - 2024-03-31 14,983 $562,000 -1,854
   MML INVESTORS SERVICES LLC 1832 - 2024-03-31 12,303 $461,000 -6,116
   Cardinal Point Capital Management ULC 54 - 2024-03-31 10,430 $391,000 -131,677
   Moors & Cabot Inc. 622 - 2024-03-31 9,300 $349,000 250
   AE Wealth Management LLC 968 - 2024-03-31 7,690 $288,000 -81,355
   MULTIFINANCIAL SECURITIES CORP 2096 *New 2024-03-31 6,305 $236,000 6,305
   Fermata Advisors LLC 185 - 2024-03-31 6,144 $230,000 -59
   Eudaimonia Partners LLC 242 *New 2024-03-31 5,550 $208,000 5,550
   Nelson Van Denburg & Campbell Wealth Management Gr 714 - 2024-03-31 5,236 $196,000 5,236
   Advisors Preferred LLC 123 - 2024-03-31 4,655 $175,000 3,304
   ROYAL BANK OF CANADA 4483 - 2024-03-31 3,318 $124,000 42
   CREATIVE FINANCIAL DESIGNS INC /ADV 568 - 2024-03-31 2,650 $99,000 1,009
   Advisor Group Holdings Inc. 4231 - 2024-03-31 2,580 $97,000 -3,114
   HARBOUR INVESTMENTS INC. 1230 - 2023-12-31 2,282 $80,000 2,282
   COMERICA BANK 2917 - 2024-03-31 759 $28,000 -33,830
   Continuum Advisory LLC 816 *New 2024-03-31 446 $16,000 446
   Hexagon Capital Partners LLC 902 - 2024-03-31 203 $8,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2792 - 2024-03-31 113 $4,000 113
   Beaird Harris Wealth Management LLC 446 *New 2024-03-31 76 $3,000 76
   BANK OF MONTREAL /CAN/ 3300 *New 2024-03-31 59 $2,000 59
   UBS Group AG 6622 - 2024-03-31 51 $2,000 -1,572
   Smartleaf Asset Management LLC 1256 - 2024-03-31 58 $2,000 0
   Global Retirement Partners LLC 2915 - 2024-03-31 39 $1,000 3
   HIGHTOWER ADVISORS, LLC 3268 *Closed 2024-03-31 0 $0 -13,410
   NATIONAL BANK OF CANADA /FI/ 2426 *Closed 2024-03-31 0 $0 -10
   Team Financial Group LLC 51 *Closed 2024-03-31 0 $0 -6,412
   Cribstone Capital Management LLC 391 *Closed 2022-12-31 0 $0 -181
   Cetera Investment Advisers 1804 *Closed 2024-03-31 0 $0 -12,202
   CIBC WORLD MARKETS INC. 1223 *Closed 2024-03-31 0 $0 -42,048
   Perigon Wealth Management LLC 865 *Closed 2024-03-31 0 $0 -10,478
   FMR LLC 5221 *Closed 2024-03-31 0 $0 -1
   Archer Investment Corp 1016 *Closed 2024-03-31 0 $0 -8
   Columbus Macro LLC 179 *Closed 2024-03-31 0 $0 -6,150
   Lee Financial CORP 559 *Closed 2024-03-31 0 $0 -65
   PROEQUITIES INC. 9506 - 2024-03-31 0 $0 0
  69 Records found
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