EA
Efficient Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
46,722
-15,590
| -25% | -$550K | 0.1% | 50 |
|
|
2025
Q1 | $2.13M | Sell |
62,312
-8,102
| -12% | -$277K | 0.14% | 41 |
|
|
2024
Q4 | $2.46M | Buy |
70,414
+1,250
| +2% | +$43.7K | 0.16% | 41 |
|
|
2024
Q3 | $2.46M | Sell |
69,164
-250
| -0.4% | -$8.88K | 0.15% | 42 |
|
|
2024
Q2 | $2.52M | Sell |
69,414
-17,898
| -20% | -$649K | 0.16% | 43 |
|
|
2024
Q1 | $3.27M | Sell |
87,312
-9,565
| -10% | -$359K | 0.21% | 41 |
|
|
2023
Q4 | $3.4M | Sell |
96,877
-174
| -0.2% | -$6.1K | 0.23% | 38 |
|
|
2023
Q3 | $3.42M | Sell |
97,051
-12,083
| -11% | -$425K | 0.23% | 38 |
|
|
2023
Q2 | $3.82M | Sell |
109,134
-18,907
| -15% | -$661K | 0.25% | 38 |
|
|
2023
Q1 | $4.3M | Sell |
128,041
-7,789
| -6% | -$261K | 0.3% | 38 |
|
|
2022
Q4 | $4.28M | Buy |
135,830
+7,751
| +6% | +$244K | 0.44% | 32 |
|
|
2022
Q3 | $4.41M | Sell |
128,079
-1,001
| -0.8% | -$34.5K | 0.38% | 31 |
|
|
2022
Q2 | $4.53M | Sell |
129,080
-17,244
| -12% | -$605K | 0.38% | 31 |
|
|
2022
Q1 | $5.26M | Sell |
146,324
-25,521
| -15% | -$918K | 0.4% | 32 |
|
|
2021
Q4 | $6.09M | Buy |
171,845
+15,956
| +10% | +$565K | 0.43% | 32 |
|
|
2021
Q3 | $6.39M | Sell |
155,889
-8,609
| -5% | -$353K | 0.61% | 32 |
|
|
2021
Q2 | $6.81M | Sell |
164,498
-15,382
| -9% | -$637K | 0.85% | 32 |
|
|
2021
Q1 | $7.01M | Sell |
179,880
-52,136
| -22% | -$2.03M | 0.96% | 30 |
|
|
2020
Q4 | $8.61M | Sell |
232,016
-7,927
| -3% | -$294K | 1.31% | 19 |
|
|
2020
Q3 | $8.4M | Sell |
239,943
-28,797
| -11% | -$1.01M | 1.54% | 15 |
|
|
2020
Q2 | $9.41M | Sell |
268,740
-37,509
| -12% | -$1.31M | 1.74% | 15 |
|
|
2020
Q1 | $11.1M | Sell |
306,249
-58,008
| -16% | -$2.1M | 2.32% | 12 |
|
|
2019
Q4 | $13.5M | Sell |
364,257
-48,094
| -12% | -$1.78M | 2.35% | 14 |
|
|
2019
Q3 | $15.7M | Sell |
412,351
-152,477
| -27% | -$5.8M | 2.87% | 12 |
|
|
2019
Q2 | $21.3M | Sell |
564,828
-19,713
| -3% | -$745K | 3.73% | 11 |
|
|
2019
Q1 | $22.7M | Sell |
584,541
-8,410
| -1% | -$327K | 3.97% | 11 |
|
|
2018
Q4 | $23M | Buy |
+592,951
| New | +$23M | 4.28% | 9 |
|