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Concord Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-466
Closed -$17.7K – 797
2025
Q4 		$17.7K Hold
466
– – ﹤0.01% 460
2025
Q3 		$17.7K Sell
466
-800
-63% -$29.2K ﹤0.01% 469
2025
Q2 		$44.7K Buy
1,266
+23
+2% +$792 0.01% 359
2025
Q1 		$42.4K Sell
1,243
-154
-11% -$5.36K 0.01% 340
2024
Q4 		$48.8K Buy
1,397
+620
+80% +$22K 0.01% 334
2024
Q3 		$27.6K Buy
+777
New +$27.8K ﹤0.01% 425
2023
Q1 		– Sell
-71
Closed -$2.24K – 1246
2022
Q4 		$2.24K Buy
+71
New +$2.34K ﹤0.01% 915

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T
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OIA
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SA
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CPA
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AC
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