Austin 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 | $531K | Sell |
14,732
-32,860
| -69% | -$1.18M | 0.09% | 83 |
|
|
2025
Q1 | $1.61M | Sell |
47,592
-5,677
| -11% | -$192K | 0.32% | 50 |
|
|
2024
Q4 | $1.9M | Sell |
53,269
-7,122
| -12% | -$254K | 0.39% | 43 |
|
|
2024
Q3 | $2.12M | Sell |
60,391
-4,336
| -7% | -$152K | 0.46% | 39 |
|
|
2024
Q2 | $2.38M | Sell |
64,727
-608
| -0.9% | -$22.3K | 0.56% | 36 |
|
|
2024
Q1 | $2.4M | Sell |
65,335
-5,693
| -8% | -$209K | 0.59% | 36 |
|
|
2023
Q4 | $2.58M | Sell |
71,028
-4,813
| -6% | -$175K | 0.69% | 36 |
|
|
2023
Q3 | $2.63M | Buy |
+75,841
| New | +$2.63M | 0.81% | 31 |
|