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Baldwin Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Baldwin Wealth Partners’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,803
Closed -$917K – 1049
2024
Q3 		$917K Buy
+25,803
New +$924K 0.06% 129

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Baldwin Wealth Partners's WTMF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 25,803 shares — an estimated $917K sold.

Baldwin Wealth Partners first reported a position in WTMF in Q3 2024 and held it in 1 quarter. The position peaked at $917K in Q3 2024. 72 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 25,803 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $917K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $917K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.