Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-359
| Closed | -$12K | – | 2697 |
|
|
2020
Q2 | $12K | Hold |
359
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q1 | $13K | Hold |
359
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q4 | $13K | Hold |
359
| – | – | ﹤0.01% | 1882 |
|
|
2019
Q3 | $13K | Hold |
359
| – | – | ﹤0.01% | 1798 |
|
|
2019
Q2 | $13K | Hold |
359
| – | – | ﹤0.01% | 1828 |
|
|
2019
Q1 | $13K | Hold |
359
| – | – | ﹤0.01% | 1758 |
|
|
2018
Q4 | $13K | Hold |
359
| – | – | ﹤0.01% | 1704 |
|
|
2018
Q3 | $14K | Hold |
359
| – | – | ﹤0.01% | 1733 |
|
|
2018
Q2 | $14K | Hold |
359
| – | – | ﹤0.01% | 1591 |
|
|
2018
Q1 | $14K | Hold |
359
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q4 | $14K | Hold |
359
| – | – | ﹤0.01% | 1526 |
|
|
2017
Q3 | $13K | Hold |
359
| – | – | ﹤0.01% | 1496 |
|
|
2017
Q2 | $14K | Buy |
+359
| New | +$14K | ﹤0.01% | 1418 |
|