Cardinal Point Capital Management’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 | $231K | Sell |
6,530
-230
| -3% | -$8.12K | 0.02% | 218 |
|
|
2025
Q1 | $231K | Hold |
6,760
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $236K | Hold |
6,760
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $240K | Hold |
6,760
| – | – | 0.04% | 74 |
|
|
2024
Q2 | $245K | Sell |
6,760
-3,670
| -35% | -$133K | 0.04% | 66 |
|
|
2024
Q1 | $391K | Sell |
10,430
-131,677
| -93% | -$4.94M | 0.07% | 54 |
|
|
2023
Q4 | $4.98M | Buy |
142,107
+1,450
| +1% | +$50.9K | 1.21% | 12 |
|
|
2023
Q3 | $4.95M | Buy |
140,657
+7,970
| +6% | +$281K | 1.3% | 9 |
|
|
2023
Q2 | $4.64M | Sell |
132,687
-2,565
| -2% | -$89.7K | 1.4% | 9 |
|
|
2023
Q1 | $4.54M | Buy |
135,252
+7,720
| +6% | +$259K | 1.38% | 10 |
|
|
2022
Q4 | $4.02M | Buy |
+127,532
| New | +$4.02M | 1.39% | 9 |
|