Centric Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Centric Wealth Management’s Portfolio WTMF Stock Details WTMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$416K	Sell
2025 Q2	$426K	Sell
2025 Q1	$456K	Sell
2024 Q4	$485K	Sell
2024 Q3	$517K	Sell
2024 Q2	$10.5M	Buy
2024 Q1	$10.4M	Sell
2023 Q4	$10.2M	Buy