Wealth Enhancement Advisory Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,542
| Closed | -$613K | – | 3128 |
|
|
2024
Q4 | $613K | Buy |
+17,542
| New | +$613K | ﹤0.01% | 1819 |
|
|
2020
Q1 | – | Sell |
-12,366
| Closed | -$459K | – | 275 |
|
|
2019
Q4 | $459K | Buy |
12,366
+3,260
| +36% | +$121K | 0.02% | 188 |
|
|
2019
Q3 | $344K | Hold |
9,106
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $345K | Buy |
+9,106
| New | +$345K | 0.02% | 187 |
|
|
2018
Q4 | – | Sell |
-28,192
| Closed | -$1.13M | – | 213 |
|
|
2018
Q3 | $1.13M | Sell |
28,192
-2,568
| -8% | -$103K | 0.07% | 105 |
|
|
2018
Q2 | $1.23M | Buy |
+30,760
| New | +$1.23M | 0.08% | 98 |
|
|
2017
Q1 | – | Sell |
-103,430
| Closed | -$4.29M | – | 180 |
|
|
2016
Q4 | $4.29M | Buy |
+103,430
| New | +$4.29M | 0.52% | 36 |
|