Creative Planning’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 |
-22
| Closed | -$1K | – | 3622 |
|
|
2017
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 4394 |
|
|
2014
Q2 | – | Sell |
-550
| Closed | -$23K | – | 3837 |
|
|
2014
Q1 | $23K | Sell |
550
-300
| -35% | -$12.5K | ﹤0.01% | 2266 |
|
|
2013
Q4 | $35K | Sell |
850
-25
| -3% | -$1.03K | ﹤0.01% | 1838 |
|
|
2013
Q3 | $36K | Buy |
+875
| New | +$36K | ﹤0.01% | 1726 |
|