MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,535
| Closed | -$299K | – | 35 |
|
|
2020
Q3 | $299K | Hold |
8,535
| – | – | 0.43% | 27 |
|
|
2020
Q2 | $299K | Hold |
8,535
| – | – | 0.38% | 26 |
|
|
2020
Q1 | $309K | Hold |
8,535
| – | – | 0.41% | 32 |
|
|
2019
Q4 | $317K | Hold |
8,535
| – | – | 0.27% | 48 |
|
|
2019
Q3 | $325K | Hold |
8,535
| – | – | 0.34% | 42 |
|
|
2019
Q2 | $323K | Hold |
8,535
| – | – | 0.29% | 42 |
|
|
2019
Q1 | $332K | Buy |
8,535
+5,313
| +165% | +$207K | 0.34% | 38 |
|
|
2018
Q4 | $125K | Buy |
+3,222
| New | +$125K | 0.15% | 59 |
|