IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree MGD Futures Strat (WTMF)

CUSIP: 97717W125 | NYSE | 319 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Stewardship Advisors, LLC298,267
2.6% of portfolio›$12.6M
Kingswood Wealth Advisors, LLC96,511
0.2% of portfolio›$4.1M
Avestar Capital, LLC91,793
0.3% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.44,077
0.0% of portfolio›$1.9K
Columbus Macro, LLC43,302
0.2% of portfolio›$1.8M
Asset Allocation Strategies LLC33,248
0.2% of portfolio›$1.4M
Comprehensive Wealth Management, LLC31,092
0.6% of portfolio›$1.3M
Kestra Advisory Services, LLC28,748
0.0% of portfolio›$1.2M
Assetmark, Inc27,758
0.0% of portfolio›$1.2M
Global Wealth Management Investment Advisory, Inc.24,174
0.1% of portfolio›$1.0M
Financial Enhancement Group LLC22,340
0.1% of portfolio›$952.1K
Advisor Resource Council20,474
0.3% of portfolio›$873.4K
Endowment Wealth Management, Inc.19,073
0.3% of portfolio›$804.7K
Cooper Financial Group15,286
0.1% of portfolio›$644.9K
Clarity Asset Management, Inc.14,666
0.3% of portfolio›$618.8K
VestGen Advisors, LLC13,892
0.0% of portfolio›$586.1K
Great Diamond Partners, LLC11,809
0.1% of portfolio›$498.2K
Sowell Financial Services LLC9,468
0.0% of portfolio›$399.5K
Bison Wealth, LLC8,953
0.0% of portfolio›$382.5K
Centennial Wealth Advisory LLC7,624
0.1% of portfolio›$321.6K
Invenio Wealth Partners LLC7,621
0.1% of portfolio›$321.5K
Discipline Wealth Solutions, LLC7,518
0.0% of portfolio›$317.2K
Howard Bailey Securities, LLC7,405
0.1% of portfolio›$312.4K
Simplicity Wealth,LLC6,438
0.0% of portfolio›$271.6K
Reap Financial Group, LLC6,397
0.0% of portfolio›$269.9K
MGO One Seven LLC5,646
0.0% of portfolio›$238.2K
Community Bank & Trust, Waco, Texas5,182
0.0% of portfolio›$219
Park Avenue Securities LLC5,156
0.0% of portfolio›$218
Rockland Trust Co5,006
0.0% of portfolio›$211.2K
Fifth Third Bancorp4,333
0.0% of portfolio›$182.8K
Team Financial Group, LLC3,504
0.1% of portfolio›$147.8K
Heritage Family Offices, LLP3,244
0.0% of portfolio›$136.9K
First Horizon Corp2,752
0.0% of portfolio›$116.1K
Creative Financial Designs Inc2,538
0.0% of portfolio›$107.1K
Tounjian Advisory Partners, LLC1,439
0.0% of portfolio›$60.7K
Golden State Wealth Management, LLC1,375
0.0% of portfolio›$58.0K
Glass Jacobson Investment Advisors llc1,316
0.0% of portfolio›$55.5K
Nova Financial LLC768
0.0% of portfolio›$32.4K
CX Institutional695
0.0% of portfolio›$29
Parallel Advisors, LLC545
0.0% of portfolio›$23.0K
Evolution Wealth Management Inc.404
0.0% of portfolio›$17.0K
CoreCap Advisors, LLC285
0.0% of portfolio›$12.0K
Concord Wealth Partners251
0.0% of portfolio›$10.6K
Ascentis Independent Advisors22
0.0% of portfolio›$928
Eastern Bank15
0.0% of portfolio›$633
Jacobi Capital Management LLC5
0.0% of portfolio›$211
StyleTurnoverLocationFiled
Stewardship Advisors, LLC
298,267$12.6M2.6%ETFMediumMount Joy, PA2026-10-20
Kingswood Wealth Advisors, LLC
96,511$4.1M0.2%GrowthLowSan Diego, CA2026-10-23
Avestar Capital, LLC
91,793$3.9M0.3%GrowthLowNew York, NY2026-10-28
Cambridge Investment Research Advisors, Inc.
44,077$1.9K0.0%ETFLowFairfield, IA2026-11-02
Columbus Macro, LLC
43,302$1.8M0.2%YieldMediumNew Castle, PA2026-10-14
Asset Allocation Strategies LLC
33,248$1.4M0.2%ETFMediumFarmington, MI2026-10-20
Comprehensive Wealth Management, LLC
31,092$1.3M0.6%ETFMediumLynnwood, WA2026-11-02
Kestra Advisory Services, LLC
28,748$1.2M0.0%CoreLowAustin, TX2026-11-02
Assetmark, Inc
27,758$1.2M0.0%ETFLowConcord, CA2026-10-21
Global Wealth Management Investment Advisory, Inc.
24,174$1.0M0.1%CoreLowFort Lauderdale, FL2026-11-04
Financial Enhancement Group LLC
22,340$952.1K0.1%ETFMediumAnderson, IN2026-10-08
Advisor Resource Council
20,474$873.4K0.3%ETFLowDallas, TX2026-11-05
Endowment Wealth Management, Inc.
19,073$804.7K0.3%ETFMediumAppleton, WI2026-11-03
Cooper Financial Group
15,286$644.9K0.1%GrowthMediumIrvine, CA2026-10-07
Clarity Asset Management, Inc.
14,666$618.8K0.3%ETFHighAmes, IA2026-10-14
VestGen Advisors, LLC
13,892$586.1K0.0%GrowthMediumChicago, IL2026-10-27
Great Diamond Partners, LLC
11,809$498.2K0.1%CoreMediumPortland, ME2026-10-13
Sowell Financial Services LLC
9,468$399.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Bison Wealth, LLC
8,953$382.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Centennial Wealth Advisory LLC
7,624$321.6K0.1%ETFLowTraverse City, MI2026-10-16
Invenio Wealth Partners LLC
7,621$321.5K0.1%ETFLowCoral Gables, FL2026-10-20
Discipline Wealth Solutions, LLC
7,518$317.2K0.0%ETFLowGreenville, SC2026-10-14
Howard Bailey Securities, LLC
7,405$312.4K0.1%ETFMediumFort Wayne, IN2026-10-27
Simplicity Wealth,LLC
6,438$271.6K0.0%ETFLowSummit, NJ2026-10-23
Reap Financial Group, LLC
6,397$269.9K0.0%ETFLowAustin, TX2026-11-02
MGO One Seven LLC
5,646$238.2K0.0%GrowthLowBeachwood, OH2026-10-28
Community Bank & Trust, Waco, Texas
5,182$2190.0%CoreVery LowWaco, TX2026-10-19
Park Avenue Securities LLC
5,156$2180.0%ETFMediumNew York, NY2026-10-26
Rockland Trust Co
5,006$211.2K0.0%CoreLowHanover, MA2026-10-05
Fifth Third Bancorp
4,333$182.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Team Financial Group, LLC
3,504$147.8K0.1%ETFLowTemecula, CA2026-10-30
Heritage Family Offices, LLP
3,244$136.9K0.0%GrowthHighScottsdale, AZ2026-11-02
First Horizon Corp
2,752$116.1K0.0%CoreLowMemphis, TN2026-10-26
Creative Financial Designs Inc
2,538$107.1K0.0%ETFMediumKokomo, IN2026-11-04
Tounjian Advisory Partners, LLC
1,439$60.7K0.0%GrowthHighFort Myers, FL2026-11-04
Golden State Wealth Management, LLC
1,375$58.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Glass Jacobson Investment Advisors llc
1,316$55.5K0.0%ETFLowOwings Mills, MD2026-10-26
Nova Financial LLC
768$32.4K0.0%N/AN/ATucson, AZ2026-11-04
CX Institutional
695$290.0%CoreMediumAuburn, IN2026-10-02
Parallel Advisors, LLC
545$23.0K0.0%IndexLowSan Francisco, CA2026-11-03
Evolution Wealth Management Inc.
404$17.0K0.0%ETFMediumFort Myers, FL2026-10-28
CoreCap Advisors, LLC
285$12.0K0.0%ETFMediumSouthfield, MI2026-10-08
Concord Wealth Partners
251$10.6K0.0%GrowthLowAbingdon, VA2026-11-02
Ascentis Independent Advisors
22$9280.0%ETFLowDallas, TX2026-11-03
Eastern Bank
15$6330.0%GrowthMediumBoston, MA2026-10-05
Jacobi Capital Management LLC
5$2110.0%CoreLowPittston, PA2026-11-05