MLA
My Legacy Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,147
| Closed | -$210K | – | 225 |
|
|
2025
Q1 | $210K | Sell |
6,147
-5
| -0.1% | -$171 | 0.08% | 202 |
|
|
2024
Q4 | $219K | Buy |
6,152
+109
| +2% | +$3.88K | 0.08% | 193 |
|
|
2024
Q3 | $215K | Sell |
6,043
-11,351
| -65% | -$403K | 0.08% | 193 |
|
|
2024
Q2 | $631K | Sell |
17,394
-1,414
| -8% | -$51.3K | 0.2% | 128 |
|
|
2024
Q1 | $705K | Sell |
18,808
-1,966
| -9% | -$73.7K | 0.24% | 123 |
|
|
2023
Q4 | $727K | Buy |
20,774
+398
| +2% | +$13.9K | 0.26% | 115 |
|
|
2023
Q3 | $714K | Sell |
20,376
-211
| -1% | -$7.39K | 0.29% | 104 |
|
|
2023
Q2 | $721K | Buy |
20,587
+1,120
| +6% | +$39.2K | 0.28% | 115 |
|
|
2023
Q1 | $648K | Buy |
19,467
+7,628
| +64% | +$254K | 0.28% | 126 |
|
|
2022
Q4 | $388K | Sell |
11,839
-828
| -7% | -$27.1K | 0.17% | 168 |
|
|
2022
Q3 | $439K | Buy |
12,667
+2,066
| +19% | +$71.6K | 0.22% | 156 |
|
|
2022
Q2 | $375K | Buy |
+10,601
| New | +$375K | 0.19% | 161 |
|