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Wisdomtree Trust futre strat shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Trust futre strat held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Trust futre strat by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $364k 9.2k 39.68
2020-03-31 $336k 9.4k 35.88

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Wisdomtree Trust futre strat

Morgan Stanley
LPL Financial
Tidemark
Resources Investment Advisors
Stewardship Advisors
Capital Performance Advisors
Cetera Investment Advisers
Avestar Capital
Wells Fargo & Company
Envestnet Asset Management
Vestmark Advisory Solutions
Kingswood Wealth Advisors
Advisor Group Holdings
Ethos Financial Group
Raymond James Financial

View all funds holding Wisdomtree Trust futre strat