Sequent Planning’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
$514K Buy
14,551
+1,398
+11% +$49.4K 0.16% 88
2025
Q1
$449K Buy
13,153
+60
+0.5% +$2.05K 0.16% 90
2024
Q4
$457K Buy
13,093
+570
+5% +$19.9K 0.17% 84
2024
Q3
$445K Buy
+12,523
New +$445K 0.15% 94