Raymond James Financial Services Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $974K | Hold |
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|
2023
Q2 | $968K | Buy |
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|
2023
Q1 | $889K | Hold |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $868K | Hold |
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|
2022
Q2 | $885K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $849K | Buy |
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|
2021
Q2 | $843K | Buy |
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|
2021
Q1 | $579K | Hold |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $518K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $466K | Sell |
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|
2017
Q2 | $504K | Buy |
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|
2017
Q1 | $328K | Buy |
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|
2016
Q4 | $322K | Sell |
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|
2016
Q3 | $544K | Sell |
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|
2016
Q2 | $562K | Sell |
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|
2016
Q1 | $875K | Sell |
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|
2015
Q4 | $1.16M | Buy |
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