Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7K | Buy |
1,266
+23
| +2% | +$812 | 0.01% | 359 |
|
|
2025
Q1 | $42.4K | Sell |
1,243
-154
| -11% | -$5.26K | 0.01% | 340 |
|
|
2024
Q4 | $48.8K | Buy |
1,397
+620
| +80% | +$21.7K | 0.01% | 334 |
|
|
2024
Q3 | $27.6K | Buy |
+777
| New | +$27.6K | ﹤0.01% | 425 |
|
|
2023
Q1 | – | Sell |
-71
| Closed | -$2.24K | – | 1248 |
|
|
2022
Q4 | $2.24K | Buy |
+71
| New | +$2.24K | ﹤0.01% | 915 |
|