Comprehensive Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $1.89M | Sell |
|
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|
2024
Q3 | $1.98M | Buy |
|
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|
2024
Q2 | $1.89M | Buy |
|
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|
2024
Q1 | $1.87M | Sell |
|
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|
2023
Q4 | $1.76M | Buy |
|
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|
2023
Q3 | $1.75M | Buy |
|
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|
2023
Q2 | $467K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $17.2M | Buy |
|
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|
2021
Q3 | $19.2M | Buy |
|
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|
2021
Q2 | $19.2M | Sell |
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|
2021
Q1 | $18.5M | Sell |
|
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|
2020
Q4 | $20M | Buy |
|