IHT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-41,298
| Closed | -$1.41M | – | 1207 |
|
2025
Q1 | $1.41M | Sell |
41,298
-8,674
| -17% | -$296K | 0.04% | 370 |
|
2024
Q4 | $1.75M | Sell |
49,972
-494,990
| -91% | -$17.3M | 0.06% | 306 |
|
2024
Q3 | $19.4M | Buy |
544,962
+3,927
| +0.7% | +$139K | 0.55% | 31 |
|
2024
Q2 | $19.6M | Buy |
541,035
+470,089
| +663% | +$17.1M | 0.73% | 21 |
|
2024
Q1 | $2.66M | Buy |
70,946
+17,216
| +32% | +$646K | 0.11% | 200 |
|
2023
Q4 | $1.88M | Buy |
53,730
+22,772
| +74% | +$799K | 0.08% | 231 |
|
2023
Q3 | $1.09M | Buy |
+30,958
| New | +$1.09M | 0.06% | 331 |
|
2018
Q2 | – | Sell |
-66
| Closed | -$3K | – | 1383 |
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1457 |
|
2017
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1447 |
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1182 |
|
2017
Q2 | $536 | Hold |
66
| – | – | 0.26% | 97 |
|
2017
Q1 | $3K | Buy |
66
+33
| +100% | +$1.5K | ﹤0.01% | 1045 |
|
2016
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1167 |
|