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Wisdomtree Trust futre strat shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Trust futre strat held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Trust futre strat by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $826k 22k 37.89
2025-06-30 $487k 14k 35.31

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Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Wisdomtree Trust futre strat

Morgan Stanley
Resources Investment Advisors
LPL Financial
O'Dell Group
Stewardship Advisors
Avestar Capital
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Howard Bailey Securities
Vestmark Advisory Solutions
Ethos Financial Group
Efficient Advisors
Mml Investors Services
Columbus Macro

View all funds holding Wisdomtree Trust futre strat