Glass Jacobson Investment Advisors’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
$148K Sell
4,181
-2,423
-37% -$85.5K 0.06% 197
2025
Q1
$231K Hold
6,604
0.08% 221
2024
Q4
$231K Buy
+6,604
New +$231K 0.08% 221