Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FUTRE STRAT FD
-
Total 13F shares
-
3,818,765
-
Share change
-
+26,485
-
Total reported value
-
$134,847,226
-
Price per share
-
$35.31
-
Number of holders
-
74
-
Value change
-
+$973,308
-
Number of buys
-
38
-
Number of sells
-
34
Institutional Holders of WISDOMTREE TR - FUTRE STRAT FD (WTMF) as of Q2 2025
As of 30 Jun 2025,
WISDOMTREE TR - FUTRE STRAT FD (WTMF) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,818,765 shares.
The largest 10 holders included
MORGAN STANLEY, OneDigital Investment Advisors LLC, O'Dell Group, LLC, Stewardship Advisors, LLC, LPL Financial LLC, Avestar Capital, LLC, Cetera Investment Advisers, Vestmark Advisory Solutions, Inc., WELLS FARGO & COMPANY/MN, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.