IWP
Invenio Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
12,921
| – | – | 0.18% | 61 |
|
|
2025
Q1 | $441K | Hold |
12,921
| – | – | 0.19% | 53 |
|
|
2024
Q4 | $451K | Sell |
12,921
-201,373
| -94% | -$7.03M | 0.19% | 55 |
|
|
2024
Q3 | $7.61M | Buy |
214,294
+14,575
| +7% | +$518K | 3.29% | 11 |
|
|
2024
Q2 | $7.24M | Buy |
199,719
+62,341
| +45% | +$2.26M | 3.59% | 10 |
|
|
2024
Q1 | $5.15M | Buy |
+137,378
| New | +$5.15M | 2.78% | 14 |
|