IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,908
| Closed | -$999K | – | 391 |
|
|
2020
Q4 | $999K | Buy |
26,908
+961
| +4% | +$35.7K | 0.41% | 31 |
|
|
2020
Q3 | $909K | Buy |
25,947
+862
| +3% | +$30.2K | 0.42% | 31 |
|
|
2020
Q2 | $878K | Sell |
25,085
-885
| -3% | -$31K | 0.43% | 30 |
|
|
2020
Q1 | $942K | Sell |
25,970
-5,757
| -18% | -$209K | 0.63% | 24 |
|
|
2019
Q4 | $1.18M | Buy |
+31,727
| New | +$1.18M | 0.77% | 20 |
|