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Wisdomtree MGD Futures Strat (WTMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares530,082 from 502,047
Change+28,035 (+6%)
Value$22.4M (+$1.9M)
Filed 2026-11-06
Tidemark, LLC
INCREASED
Shares451,447 from 432,433
Change+19,014 (+4%)
Value$19.0M (+$1.4M)
Filed 2026-11-09
Stewardship Advisors, LLC
INCREASED
Shares298,267 from 291,438
Change+6,829 (+2%)
Value$12.6M (+$678.6K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
DECREASED
Shares267,655 from 273,756
Change-6,101 (-2%)
Value$11.3M (+$109.4K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares96,511 from 51,188
Change+45,323 (+89%)
Value$4.1M (+$2.0M)
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares91,793 from 131,519
Change-39,726 (-30%)
Value$3.9M (-$1.5M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares44,077 from 32,524
Change+11,553 (+36%)
Value$1.9K (-$1.3M)
Filed 2026-11-02
Columbus Macro, LLC
INCREASED
Shares43,302 from 41,669
Change+1,633 (+4%)
Value$1.8M (+$124.7K)
Filed 2026-10-14
Asset Allocation Strategies LLC
DECREASED
Shares33,248 from 33,725
Change-477 (-1%)
Value$1.4M (+$25.1K)
Filed 2026-10-20
Comprehensive Wealth Management, LLC
DECREASED
Shares31,092 from 31,506
Change-414 (-1%)
Value$1.3M (+$24.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares28,748 from 26,477
Change+2,271 (+9%)
Value$1.2M (+$131.3K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares27,758 from 30,913
Change-3,155 (-10%)
Value$1.2M (-$91.7K)
Filed 2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares24,174 from 23,225
Change+949 (+4%)
Value$1.0M (+$71.2K)
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares22,340 from 22,492
Change-152 (-1%)
Value$952.1K (+$33.3K)
Filed 2026-10-08
Harbour Investments, Inc.
INCREASED
Shares21,435 from 19,180
Change+2,255 (+12%)
Value$904.4K (+$120.8K)
Filed 2026-11-09
Advisor Resource Council
INCREASED
Shares20,474 from 20,332
Change+142 (+1%)
Value$873.4K (+$40.8K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares19,073 from 17,596
Change+1,477 (+8%)
Value$804.7K (+$85.9K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares15,286 from 15,110
Change+176 (+1%)
Value$644.9K (+$27.7K)
Filed 2026-10-07
Clarity Asset Management, Inc.
INCREASED
Shares14,666 from 14,357
Change+309 (+2%)
Value$618.8K (+$32.3K)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares13,892 from 13,789
Change+103 (+1%)
Value$586.1K (+$22.8K)
Filed 2026-10-27
Great Diamond Partners, LLC
NEW
Shares11,809
Change+11,809
Value$498.2K
Filed 2026-10-13
Austin Wealth Management, LLC
DECREASED
Shares10,087 from 10,267
Change-180 (-2%)
Value$430.4K (+$11.2K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares9,468 from 9,519
Change-51 (-1%)
Value$399.5K (+$10.6K)
Filed 2026-10-23
Bison Wealth, LLC
DECREASED
Shares8,953 from 10,136
Change-1,183 (-12%)
Value$382.5K (-$32.6K)
Filed 2026-10-13
Centennial Wealth Advisory LLC
NEW
Shares7,624
Change+7,624
Value$321.6K
Filed 2026-10-16
Invenio Wealth Partners LLC
UNCHANGED
Shares7,621 from 7,621
Change0 (0%)
Value$321.5K (+$10.2K)
Filed 2026-10-20
Discipline Wealth Solutions, LLC
DECREASED
Shares7,518 from 7,702
Change-184 (-2%)
Value$317.2K (+$2.6K)
Filed 2026-10-14
Howard Bailey Securities, LLC
DECREASED
Shares7,405 from 7,604
Change-199 (-3%)
Value$312.4K (+$1.8K)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares6,438 from 5,628
Change+810 (+14%)
Value$271.6K (+$41.7K)
Filed 2026-10-23
Reap Financial Group, LLC
DECREASED
Shares6,397 from 6,845
Change-448 (-7%)
Value$269.9K (-$9.7K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares5,646 from 5,566
Change+80 (+1%)
Value$238.2K (+$10.8K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
NEW
Shares5,182
Change+5,182
Value$219
Filed 2026-10-19
Park Avenue Securities LLC
NEW
Shares5,156
Change+5,156
Value$218
Filed 2026-10-26
Rockland Trust Co
DECREASED
Shares5,006 from 5,025
Change-19 (0%)
Value$211.2K (+$5.9K)
Filed 2026-10-05
Fifth Third Bancorp
DECREASED
Shares4,333 from 5,444
Change-1,111 (-20%)
Value$182.8K (-$39.6K)
Filed 2026-11-05
IFG Advisory, LLC
DECREASED
Shares3,597 from 3,827
Change-230 (-6%)
Value$151.8K (-$4.6K)
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares3,504
Change+3,504
Value$147.8K
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares3,244
Change+3,244
Value$136.9K
Filed 2026-11-02
First Horizon Corp
NEW
Shares2,752
Change+2,752
Value$116.1K
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares2,538 from 2,503
Change+35 (+1%)
Value$107.1K (+$4.8K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares1,439 from 1,497
Change-58 (-4%)
Value$60.7K (-$432)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares1,375 from 2,123
Change-748 (-35%)
Value$58.0K (-$28.7K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$55.5K (+$1.8K)
Filed 2026-10-26
Highland Investment Advisors LLC
DECREASED
Shares903 from 910
Change-7 (-1%)
Value$38.1K (+$934)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares768
Change+768
Value$32.4K
Filed 2026-11-04
CX Institutional
DECREASED
Shares695 from 718
Change-23 (-3%)
Value$29 ($0)
Filed 2026-10-02
Parallel Advisors, LLC
DECREASED
Shares545 from 782
Change-237 (-30%)
Value$23.0K (-$9.0K)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$17.0K (+$542)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares285 from 265
Change+20 (+8%)
Value$12.0K (+$1.2K)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$10.6K (+$337)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares117 from 127
Change-10 (-8%)
Value$4.9K (-$251)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares22
Change+22
Value$928
Filed 2026-11-03
Eastern Bank
NEW
Shares15
Change+15
Value$633
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares5
Change+5
Value$211
Filed 2026-11-05
Solstein Capital, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.0K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 1,147,194
Change-1,147,194 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 315,199
Change-315,199 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 276,616
Change-276,616 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 168,608
Change-168,608 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 76,053
Change-76,053 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 71,809
Change-71,809 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 50,399
Change-50,399 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,561
Change-45,561 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,268
Change-37,268 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 35,749
Change-35,749 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,963
Change-26,963 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,539
Change-25,539 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,508
Change-25,508 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 19,375
Change-19,375 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 18,763
Change-18,763 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,155
Change-18,155 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,648
Change-17,648 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 15,891
Change-15,891 (-100%)
Value—
CSS LLC
N/A
Shares— from 15,150
Change-15,150 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
&partners
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 9,501
Change-9,501 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
UBS Group AG
N/A
Shares— from 666
Change-666 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED530,082502,047+28,035+6%$20.5M$22.4M+$1.9M2026-11-06
Tidemark, LLC
INCREASED451,447432,433+19,014+4%$17.7M$19.0M+$1.4M2026-11-09
Stewardship Advisors, LLC
INCREASED298,267291,438+6,829+2%$11.9M$12.6M+$678.6K2026-10-20
Earned Wealth Advisors, LLC
DECREASED267,655273,756-6,101-2%$11.2M$11.3M+$109.4K2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED96,51151,188+45,323+89%$2.1M$4.1M+$2.0M2026-10-23
Avestar Capital, LLC
DECREASED91,793131,519-39,726-30%$5.4M$3.9M-$1.5M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED44,07732,524+11,553+36%$1.3M$1.9K-$1.3M2026-11-02
Columbus Macro, LLC
INCREASED43,30241,669+1,633+4%$1.7M$1.8M+$124.7K2026-10-14
Asset Allocation Strategies LLC
DECREASED33,24833,725-477-1%$1.4M$1.4M+$25.1K2026-10-20
Comprehensive Wealth Management, LLC
DECREASED31,09231,506-414-1%$1.3M$1.3M+$24.8K2026-11-02
Kestra Advisory Services, LLC
INCREASED28,74826,477+2,271+9%$1.1M$1.2M+$131.3K2026-11-02
Assetmark, Inc
DECREASED27,75830,913-3,155-10%$1.3M$1.2M-$91.7K2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED24,17423,225+949+4%$948.8K$1.0M+$71.2K2026-11-04
Financial Enhancement Group LLC
DECREASED22,34022,492-152-1%$918.8K$952.1K+$33.3K2026-10-08
Harbour Investments, Inc.
INCREASED21,43519,180+2,255+12%$783.5K$904.4K+$120.8K2026-11-09
Advisor Resource Council
INCREASED20,47420,332+142+1%$832.6K$873.4K+$40.8K2026-11-05
Endowment Wealth Management, Inc.
INCREASED19,07317,596+1,477+8%$718.8K$804.7K+$85.9K2026-11-03
Cooper Financial Group
INCREASED15,28615,110+176+1%$617.2K$644.9K+$27.7K2026-10-07
Clarity Asset Management, Inc.
INCREASED14,66614,357+309+2%$586.5K$618.8K+$32.3K2026-10-14
VestGen Advisors, LLC
INCREASED13,89213,789+103+1%$563.3K$586.1K+$22.8K2026-10-27
Great Diamond Partners, LLC
NEW11,809—+11,809——$498.2K—2026-10-13
Austin Wealth Management, LLC
DECREASED10,08710,267-180-2%$419.2K$430.4K+$11.2K2026-11-06
Sowell Financial Services LLC
DECREASED9,4689,519-51-1%$388.9K$399.5K+$10.6K2026-10-23
Bison Wealth, LLC
DECREASED8,95310,136-1,183-12%$415.1K$382.5K-$32.6K2026-10-13
Centennial Wealth Advisory LLC
NEW7,624—+7,624——$321.6K—2026-10-16
Invenio Wealth Partners LLC
UNCHANGED7,6217,62100%$311.3K$321.5K+$10.2K2026-10-20
Discipline Wealth Solutions, LLC
DECREASED7,5187,702-184-2%$314.6K$317.2K+$2.6K2026-10-14
Howard Bailey Securities, LLC
DECREASED7,4057,604-199-3%$310.6K$312.4K+$1.8K2026-10-27
Simplicity Wealth,LLC
INCREASED6,4385,628+810+14%$229.9K$271.6K+$41.7K2026-10-23
Reap Financial Group, LLC
DECREASED6,3976,845-448-7%$279.6K$269.9K-$9.7K2026-11-02
MGO One Seven LLC
INCREASED5,6465,566+80+1%$227.4K$238.2K+$10.8K2026-10-28
Community Bank & Trust, Waco, Texas
NEW5,182—+5,182——$219—2026-10-19
Park Avenue Securities LLC
NEW5,156—+5,156——$218—2026-10-26
Rockland Trust Co
DECREASED5,0065,025-190%$205.3K$211.2K+$5.9K2026-10-05
Fifth Third Bancorp
DECREASED4,3335,444-1,111-20%$222.4K$182.8K-$39.6K2026-11-05
IFG Advisory, LLC
DECREASED3,5973,827-230-6%$156.3K$151.8K-$4.6K2026-11-09
Team Financial Group, LLC
NEW3,504—+3,504——$147.8K—2026-10-30
Heritage Family Offices, LLP
NEW3,244—+3,244——$136.9K—2026-11-02
First Horizon Corp
NEW2,752—+2,752——$116.1K—2026-10-26
Creative Financial Designs Inc
INCREASED2,5382,503+35+1%$102.3K$107.1K+$4.8K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED1,4391,497-58-4%$61.1K$60.7K-$4322026-11-04
Golden State Wealth Management, LLC
DECREASED1,3752,123-748-35%$86.7K$58.0K-$28.7K2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED1,3161,31600%$53.8K$55.5K+$1.8K2026-10-26
Highland Investment Advisors LLC
DECREASED903910-7-1%$37.2K$38.1K+$9342026-11-09
Nova Financial LLC
NEW768—+768——$32.4K—2026-11-04
CX Institutional
DECREASED695718-23-3%$29$29$02026-10-02
Parallel Advisors, LLC
DECREASED545782-237-30%$31.9K$23.0K-$9.0K2026-11-03
Evolution Wealth Management Inc.
UNCHANGED40440400%$16.5K$17.0K+$5422026-10-28
CoreCap Advisors, LLC
INCREASED285265+20+8%$10.8K$12.0K+$1.2K2026-10-08
Concord Wealth Partners
UNCHANGED25125100%$10.3K$10.6K+$3372026-11-02
Clearstead Advisors, LLC
DECREASED117127-10-8%$5.2K$4.9K-$2512026-11-06
Ascentis Independent Advisors
NEW22—+22——$928—2026-11-03
Eastern Bank
NEW15—+15——$633—2026-10-05
Jacobi Capital Management LLC
NEW5—+5——$211—2026-11-05
Solstein Capital, LLC
CLOSED025-25-100%$1.0K$0-$1.0K2026-11-02
Morgan Stanley
N/A—1,147,194-1,147,194-100%$46.9M———
OneDigital Investment Advisors LLC
N/A—315,199-315,199-100%$12.9M———
Cetera Investment Advisers
N/A—276,616-276,616-100%$11.3M———
Stillwater Private Wealth, LLC
N/A—168,608-168,608-100%$7.0K———
Envestnet Asset Management Inc
N/A—76,053-76,053-100%$3.1M———
Wells Fargo & Company
N/A—71,809-71,809-100%$2.9M———
Vestmark Advisory Solutions, Inc.
N/A—50,399-50,399-100%$2.1M———
Susquehanna International Group, LLP
N/A—45,561-45,561-100%$1.9M———
Raymond James Financial Inc
N/A—37,268-37,268-100%$1.5M———
Ethos Financial Group, LLC
N/A—35,749-35,749-100%$1.5M———
Osaic Holdings, Inc.
N/A—26,963-26,963-100%$1.1M———
Stifel Financial Corp
N/A—25,539-25,539-100%$1.0M———
Private Advisor Group, LLC
N/A—25,508-25,508-100%$1.0M———
Empirical Asset Management, LLC
N/A—19,375-19,375-100%$791.5K———
Sequent Planning LLC
N/A—18,763-18,763-100%$766.5K———
UBS Asset Management Americas LLC
N/A—18,155-18,155-100%$741.6K———
Centric Wealth Management
N/A—18,058-18,058-100%$741.6K———
JPMorgan Chase & Co
N/A—17,648-17,648-100%$715.1K———
Axis Wealth Partners, LLC
N/A—15,891-15,891-100%$649.1K———
CSS LLC
N/A—15,150-15,150-100%$618.9K———
PAX Financial Group, LLC
N/A—14,150-14,150-100%$578.0K———
Arkadios Wealth Advisors
N/A—13,916-13,916-100%$568.5K———
Beacon Pointe Advisors, LLC
N/A—11,761-11,761-100%$480.4K———
&partners
N/A—9,921-9,921-100%$405.3K———
Alteri Wealth LLC
N/A—9,501-9,501-100%$388.1K———
Sanctuary Advisors, LLC
N/A—8,280-8,280-100%$338.3K———
MML Investors Services, LLC
N/A—7,754-7,754-100%$316.8K———
Trajan Wealth LLC
N/A—6,979-6,979-100%$285.1K———
Mercer Global Advisors Inc
N/A—5,101-5,101-100%$208.4K———
AE Wealth Management LLC
N/A—3,240-3,240-100%$132.4K———
Royal Bank of Canada
N/A—3,172-3,172-100%$130.0K———
Aptus Capital Advisors, LLC
N/A—1,491-1,491-100%$60.9K———
BFC Planning, Inc.
N/A—1,255-1,255-100%$51.3K———
Steward Partners Investment Advisory, LLC
N/A—1,250-1,250-100%$51.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—867-867-100%$35.4K———
UBS Group AG
N/A—666-666-100%$27.2K———
Global Retirement Partners, LLC
N/A—250-250-100%$10.2K———
Strategic Wealth Partners, Ltd.
N/A—229-229-100%$9.4K———
Smartleaf Asset Management LLC
N/A—64-64-100%$2.6K———
Raffa Wealth Management, LLC
N/A—37-37-100%$1.5K———
SHP Wealth Management
N/A—12-12-100%$490———
Huntington National Bank
N/A—1-1-100%$41———
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