LPWM
Lake Point Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $175K | Hold |
4,998
| – | – | 0.1% | 35 |
|
|
2022
Q1 | $180K | Hold |
4,998
| – | – | 0.08% | 30 |
|
|
2021
Q4 | $177K | Hold |
4,998
| – | – | 0.08% | 34 |
|
|
2021
Q3 | $205K | Sell |
4,998
-16
| -0.3% | -$656 | 0.09% | 29 |
|
|
2021
Q2 | $208K | Buy |
+5,014
| New | +$208K | 0.1% | 29 |
|
|
2020
Q1 | $12.5M | Buy |
344,904
+1,288
| +0.4% | +$46.7K | 11% | 3 |
|
|
2019
Q4 | $12.7M | Buy |
+343,616
| New | +$12.7M | 4.24% | 9 |
|
|
2019
Q2 | $12.2M | Hold |
322,784
| – | – | 4.24% | 9 |
|
|
2019
Q1 | $12.2M | Buy |
322,784
+221,351
| +218% | +$8.36M | 4.24% | 9 |
|
|
2018
Q4 | $3.93M | Buy |
+101,433
| New | +$3.93M | 1.47% | 14 |
|