AE Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Sell |
2,210
-902
| -29% | -$31.8K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $106K | Sell |
3,112
-777
| -20% | -$26.5K | ﹤0.01% | 1428 |
|
|
2024
Q4 | $136K | Buy |
+3,889
| New | +$136K | ﹤0.01% | 1361 |
|
|
2024
Q2 | – | Sell |
-7,690
| Closed | -$288K | – | 1283 |
|
|
2024
Q1 | $288K | Sell |
7,690
-81,355
| -91% | -$3.05M | ﹤0.01% | 978 |
|
|
2023
Q4 | $3.1M | Buy |
89,045
+75,472
| +556% | +$2.63M | 0.02% | 755 |
|
|
2023
Q3 | $478K | Sell |
13,573
-770
| -5% | -$27.1K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $502K | Buy |
14,343
+154
| +1% | +$5.39K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $476K | Buy |
14,189
+671
| +5% | +$22.5K | ﹤0.01% | 1369 |
|
|
2022
Q4 | $426K | Buy |
13,518
+1,001
| +8% | +$31.6K | ﹤0.01% | 1369 |
|
|
2022
Q3 | $431K | Buy |
12,517
+2,094
| +20% | +$72.1K | ﹤0.01% | 1333 |
|
|
2022
Q2 | $366K | Buy |
10,423
+2,822
| +37% | +$99.1K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $273K | Buy |
+7,601
| New | +$273K | ﹤0.01% | 1453 |
|