Trajan Wealth’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 | $380K | Sell |
10,766
-2,040
| -16% | -$72K | 0.02% | 118 |
|
|
2025
Q1 | $437K | Sell |
12,806
-1,349
| -10% | -$46K | 0.02% | 119 |
|
|
2024
Q4 | $494K | Sell |
14,155
-1,361
| -9% | -$47.5K | 0.03% | 127 |
|
|
2024
Q3 | $551K | Sell |
15,516
-2,925
| -16% | -$104K | 0.03% | 124 |
|
|
2024
Q2 | $669K | Sell |
18,441
-3,561
| -16% | -$129K | 0.04% | 115 |
|
|
2024
Q1 | $825K | Buy |
+22,002
| New | +$825K | 0.06% | 114 |
|