Endowment 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
Q3 | $615K | Buy |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $636K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $339K | Buy |
|