KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.07M | Sell |
28,991
-4,215
| -13% | -$155K | 0.77% | 29 |
|
|
2023
Q4 | $1.16M | Buy |
33,206
+566
| +2% | +$19.9K | 0.84% | 26 |
|
|
2023
Q3 | $1.1M | Sell |
32,640
-1,120
| -3% | -$37.6K | 1% | 23 |
|
|
2023
Q2 | $1.18M | Buy |
33,760
+1,120
| +3% | +$39.2K | 0.97% | 22 |
|
|
2023
Q1 | $1.1M | Buy |
32,640
+1,966
| +6% | +$66K | 0.96% | 23 |
|
|
2022
Q4 | $967K | Buy |
+30,674
| New | +$967K | 0.8% | 23 |
|