Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr Managed Futures Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 135,252 shares of WTMF stock, worth $4.74 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

135,252

Previous 127,532 6.05%

Holding current value

$4.74 Million

Previous $4.02 Million 12.85%

% of portfolio

1.38%

Previous 1.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$31.55 - $33.56 $243,566 - $259,083	7,720 Added 6.05%	135,252 $4.54 Million
Q4 2022 Feb 07, 2023	BUY	$31.5 - $34.93 $3.12 Million - $3.46 Million	98,942 Added 346.07%	127,532 $4.02 Million
Q3 2022 Nov 02, 2022	SELL	$34.24 - $35.55 $175,822 - $182,549	-5,135 Reduced 15.23%	28,590 $988,000
Q2 2022 Jul 19, 2022	BUY	$35.11 - $36.46 $65,831 - $68,362	1,875 Added 5.89%	33,725 $1.18 Million
Q1 2022 May 02, 2022	BUY	$34.12 - $37.86 $626,102 - $694,731	18,350 Added 135.93%	31,850 $1.15 Million
Q4 2021 Feb 10, 2022	BUY	$34.62 - $41.53 $467,369 - $560,655	13,500 New	13,500 $478,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.71M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

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Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr Managed Futures Transaction History