BAM
Belpointe Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,430
| Closed | -$498K | – | 804 |
|
|
2019
Q4 | $498K | Buy |
13,430
+1,254
| +10% | +$46.5K | 0.06% | 322 |
|
|
2019
Q3 | $463K | Buy |
12,176
+59
| +0.5% | +$2.24K | 0.07% | 297 |
|
|
2019
Q2 | $458K | Sell |
12,117
-18,350
| -60% | -$694K | 0.09% | 247 |
|
|
2019
Q1 | $1.73M | Buy |
30,467
+18,198
| +148% | +$1.03M | 0.34% | 51 |
|
|
2018
Q4 | $476K | Sell |
12,269
-1,593
| -11% | -$61.8K | 0.12% | 185 |
|
|
2018
Q3 | $565K | Sell |
13,862
-299
| -2% | -$12.2K | 0.09% | 227 |
|
|
2018
Q2 | $564K | Sell |
14,161
-415
| -3% | -$16.5K | 0.16% | 141 |
|
|
2018
Q1 | $576K | Sell |
14,576
-474
| -3% | -$18.7K | 0.17% | 125 |
|
|
2017
Q4 | $603K | Buy |
15,050
+133
| +0.9% | +$5.33K | 0.13% | 182 |
|
|
2017
Q3 | $578K | Buy |
+14,917
| New | +$578K | 0.14% | 162 |
|