Axis Wealth Partners’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
$402K Sell
11,373
-637
-5% -$22.5K 0.26% 101
2025
Q1
$410K Buy
12,010
+3,367
+39% +$115K 0.3% 92
2024
Q4
$302K Buy
+8,643
New +$302K 0.25% 103