BPWA
Beacon Pointe Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $350K | Sell |
9,543
-1,648
| -15% | -$60.4K | 0.06% | 196 |
|
|
2019
Q3 | $427K | Sell |
11,191
-116
| -1% | -$4.43K | 0.09% | 171 |
|
|
2019
Q2 | $426K | Sell |
11,307
-1,454
| -11% | -$54.8K | 0.09% | 176 |
|
|
2019
Q1 | $493K | Sell |
12,761
-933
| -7% | -$36K | 0.11% | 154 |
|
|
2018
Q4 | $527K | Buy |
+13,694
| New | +$527K | 0.19% | 126 |
|