Cardinal Point Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.54M | Buy |
135,252
+7,720
| +6% | +$259K | 1.38% | 10 |
|
|
2022
Q4 | $4.02M | Buy |
127,532
+98,942
| +346% | +$3.12M | 1.39% | 9 |
|
|
2022
Q3 | $988K | Sell |
28,590
-5,135
| -15% | -$177K | 0.47% | 19 |
|
|
2022
Q2 | $1.18M | Buy |
33,725
+1,875
| +6% | +$65.8K | 0.57% | 17 |
|
|
2022
Q1 | $1.15M | Buy |
31,850
+18,350
| +136% | +$660K | 0.51% | 16 |
|
|
2021
Q4 | $478K | Buy |
+13,500
| New | +$478K | 0.21% | 31 |
|