Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,754
| Closed | -$236K | – | 394 |
|
|
2021
Q3 | $236K | Hold |
5,754
| – | – | 0.07% | 296 |
|
|
2021
Q2 | $238K | Hold |
5,754
| – | – | 0.07% | 320 |
|
|
2021
Q1 | $224K | Hold |
5,754
| – | – | 0.08% | 290 |
|
|
2020
Q4 | $213K | Buy |
5,754
+27
| +0.5% | +$999 | 0.08% | 293 |
|
|
2020
Q3 | $201K | Hold |
5,727
| – | – | 0.08% | 276 |
|
|
2020
Q2 | $200K | Hold |
5,727
| – | – | 0.09% | 264 |
|
|
2020
Q1 | $208K | Buy |
+5,727
| New | +$208K | 0.12% | 222 |
|