BAM
Bruderman 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 |
-37,200
| Closed | -$1.38M | – | 104 |
|
|
2019
Q4 | $1.38M | Sell |
37,200
-4,426
| -11% | -$164K | 0.43% | 59 |
|
|
2019
Q3 | $1.55M | Sell |
41,626
-12,643
| -23% | -$471K | 0.39% | 60 |
|
|
2019
Q2 | $2.05M | Sell |
54,269
-6,336
| -10% | -$239K | 0.48% | 56 |
|
|
2019
Q1 | $2.36M | Sell |
60,605
-2,697
| -4% | -$105K | 0.52% | 50 |
|
|
2018
Q4 | $2.45M | Buy |
63,302
+5,638
| +10% | +$219K | 0.63% | 44 |
|
|
2018
Q3 | $2.35M | Buy |
57,664
+7,730
| +15% | +$315K | 0.54% | 58 |
|
|
2018
Q2 | $1.99M | Buy |
49,934
+7,495
| +18% | +$299K | 0.48% | 60 |
|
|
2018
Q1 | $1.68M | Buy |
42,439
+4,910
| +13% | +$194K | 0.4% | 57 |
|
|
2017
Q4 | $1.5M | Buy |
37,529
+6,379
| +20% | +$255K | 0.38% | 55 |
|
|
2017
Q3 | $1.21M | Buy |
31,150
+5,685
| +22% | +$220K | 0.31% | 61 |
|
|
2017
Q2 | $993K | Buy |
+25,465
| New | +$993K | 0.27% | 65 |
|