Paulson Wealth Management’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
Q1 | – | Sell |
-14,693
| Closed | -$541K | – | 100 |
|
|
2019
Q4 | $541K | Sell |
14,693
-692
| -4% | -$25.5K | 0.38% | 53 |
|
|
2019
Q3 | $586K | Buy |
15,385
+5,811
| +61% | +$221K | 0.44% | 43 |
|
|
2019
Q2 | $361K | Sell |
9,574
-25,857
| -73% | -$975K | 0.27% | 72 |
|
|
2019
Q1 | $1.38M | Buy |
35,431
+8,190
| +30% | +$319K | 1.05% | 17 |
|
|
2018
Q4 | $1.05M | Sell |
27,241
-1,282
| -4% | -$49.5K | 0.87% | 27 |
|
|
2018
Q3 | $1.15M | Buy |
+28,523
| New | +$1.15M | 1.03% | 24 |
|