OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
497,698
-12,841
| -3% | -$453K | 0.2% | 108 |
|
|
2025
Q1 | $17.4M | Sell |
510,539
-40,152
| -7% | -$1.37M | 0.21% | 101 |
|
|
2024
Q4 | $19.2M | Buy |
550,691
+40,403
| +8% | +$1.41M | 0.22% | 86 |
|
|
2024
Q3 | $18.1M | Buy |
510,288
+193,461
| +61% | +$6.87M | 0.21% | 94 |
|
|
2024
Q2 | $11.5M | Sell |
316,827
-5,269
| -2% | -$191K | 0.14% | 123 |
|
|
2024
Q1 | $12.1M | Sell |
322,096
-22,528
| -7% | -$845K | 0.19% | 110 |
|
|
2023
Q4 | $12.1M | Buy |
+344,624
| New | +$12.1M | 0.21% | 102 |
|
|
2018
Q2 | – | Sell |
-81
| Closed | -$3K | – | 1372 |
|
|
2018
Q1 | $3K | Sell |
81
-350
| -81% | -$13K | ﹤0.01% | 1228 |
|
|
2017
Q4 | $17K | Sell |
431
-411
| -49% | -$16.2K | ﹤0.01% | 861 |
|
|
2017
Q3 | $33K | Hold |
842
| – | – | 0.01% | 489 |
|
|
2017
Q2 | $33K | Buy |
+842
| New | +$33K | 0.01% | 589 |
|