Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
3.79M
-
Shares change
-
-446K
-
Total reported value, excl. options
-
$129M
-
Value change
-
-$15.4M
-
Number of buys
-
32
-
Number of sells
-
-45
-
Price
-
$34.13
Significant Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q1 2025
83 filings reported holding WTMF - WISDOMTREE TR - FUTRE STRAT FD as of Q1 2025.
WISDOMTREE TR - FUTRE STRAT FD (WTMF) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.79M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.02M shares), OneDigital Investment Advisors LLC (511K shares), O'Dell Group, LLC (310K shares), Stewardship Advisors, LLC (267K shares), LPL Financial LLC (151K shares), Avestar Capital, LLC (143K shares), Cetera Investment Advisers (86.5K shares), WELLS FARGO & COMPANY/MN (85.7K shares), HOWARD BAILEY SECURITIES, LLC (76.4K shares), and Cambria Investment Management, L.P. (72.9K shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.