Kestra Advisory Services’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 | $907K | Buy |
25,682
+3,754
| +17% | +$133K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $748K | Buy |
21,928
+3,970
| +22% | +$135K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $627K | Buy |
17,958
+1,551
| +9% | +$54.2K | ﹤0.01% | 1713 |
|
|
2024
Q3 | $583K | Hold |
16,407
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q2 | $595K | Buy |
16,407
+45
| +0.3% | +$1.63K | ﹤0.01% | 1656 |
|
|
2024
Q1 | $614K | Hold |
16,362
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q4 | $574K | Buy |
16,362
+772
| +5% | +$27.1K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $549K | Buy |
+15,590
| New | +$549K | 0.01% | 1325 |
|