Cetera Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-10,368
| Closed | -$401K | – | 84 |
|
2017
Q2 | $401K | Sell |
10,368
-1,804
| -15% | -$69.8K | 0.51% | 67 |
|
2017
Q1 | $484K | Sell |
12,172
-7,714
| -39% | -$307K | 0.55% | 62 |
|
2016
Q4 | $824K | Sell |
19,886
-2,940
| -13% | -$122K | 0.62% | 60 |
|
2016
Q3 | $960K | Sell |
22,826
-1,660
| -7% | -$69.8K | 0.62% | 58 |
|
2016
Q2 | $1.04M | Sell |
24,486
-4,137
| -14% | -$176K | 0.61% | 54 |
|
2016
Q1 | $1.2M | Sell |
28,623
-2,051
| -7% | -$85.8K | 0.62% | 57 |
|
2015
Q4 | $1.28M | Buy |
+30,674
| New | +$1.28M | 0.52% | 73 |
|