Lake Point Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$175K Hold
2022
Q1
$180K Hold
2021
Q4
$177K Hold
2021
Q3
$205K Sell
2021
Q2
$208K Buy
2020
Q1
$12.5M Buy
2019
Q4
$12.7M Buy
2019
Q2
$12.2M Hold
2019
Q1
$12.2M Buy
2018
Q4
$3.93M Buy