Avior 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
Q1 | – | Sell |
-3,880
| Closed | -$136K | – | 2358 |
|
|
2024
Q4 | $136K | Buy |
3,880
+280
| +8% | +$9.78K | 0.01% | 809 |
|
|
2024
Q3 | $128K | Hold |
3,600
| – | – | 0.01% | 816 |
|
|
2024
Q2 | $131K | Sell |
3,600
-1,636
| -31% | -$59.3K | 0.01% | 786 |
|
|
2024
Q1 | $196K | Buy |
+5,236
| New | +$196K | 0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-1,149
| Closed | -$40.5K | – | 1686 |
|
|
2023
Q3 | $40.5K | Buy |
1,149
+40
| +4% | +$1.41K | ﹤0.01% | 799 |
|
|
2023
Q2 | $38.8K | Buy |
1,109
+133
| +14% | +$4.65K | ﹤0.01% | 820 |
|
|
2023
Q1 | $32.8K | Buy |
+976
| New | +$32.8K | ﹤0.01% | 868 |
|