Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $76.5K | Buy |
2,426
+1,213
| +100% | +$38.3K | 0.01% | 448 |
|
|
2022
Q3 | $42K | Sell |
1,213
-362
| -23% | -$12.5K | 0.01% | 422 |
|
|
2022
Q2 | $55.3K | Buy |
1,575
+666
| +73% | +$23.4K | 0.02% | 404 |
|
|
2022
Q1 | $33K | Buy |
+909
| New | +$33K | 0.01% | 527 |
|
|
2021
Q3 | $9K | Hold |
214
| – | – | ﹤0.01% | 669 |
|
|
2021
Q2 | $9K | Buy |
+214
| New | +$9K | ﹤0.01% | 680 |
|