Sage Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32,897
| Closed | -$1.28M | – | 80 |
|
|
2018
Q4 | $1.28M | Buy |
32,897
+10,056
| +44% | +$390K | 0.21% | 40 |
|
|
2018
Q3 | $931K | Buy |
22,841
+3,714
| +19% | +$151K | 0.18% | 27 |
|
|
2018
Q2 | $762K | Buy |
19,127
+1,259
| +7% | +$50.2K | 0.16% | 27 |
|
|
2018
Q1 | $707K | Buy |
17,868
+1,466
| +9% | +$58K | 0.16% | 27 |
|
|
2017
Q4 | $657K | Buy |
+16,402
| New | +$657K | 0.13% | 33 |
|
|
2017
Q3 | – | Hold |
0
| – | -$816K | – | 28 |
|
|
2017
Q2 | – | Hold |
0
| – | -$700K | – | 22 |
|
|
2017
Q1 | – | Hold |
0
| – | -$3.46M | – | 24 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 16 |
|