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Golden State Equity Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Golden State Equity Partners’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,332
Closed -$154K – 887
2024
Q3 		$154K Buy
+4,332
New +$155K 0.08% 218

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Golden State Equity Partners's WTMF Position: Q4 2024 in Review

Golden State Equity Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2024, closing a stake of 4,332 shares — an estimated $154K sold.

Golden State Equity Partners first reported a position in WTMF in Q3 2024 and held it in 1 quarter. The position peaked at $154K in Q3 2024. 72 funds tracked by Wall St. Rank hold WTMF as of Q4 2024.

  • Golden State Equity Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 4,332 WisdomTree Managed Futures Strategy Fund shares in Q4 2024, an estimated $154K.
  • Golden State Equity Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's WisdomTree Managed Futures Strategy Fund position peaked at $154K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.