Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History

Centric Wealth Management

$357 Million
Q1 2025

A detailed history of Centric Wealth Management transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Centric Wealth Management holds 13,374 shares of WTMF stock, worth $465,682. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,374

Previous 13,897 3.76%

Holding current value

$465,682

Previous $485,000 5.98%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$33.94 - $35.62 $17,750 - $18,629	-523 Reduced 3.76%	13,374 $456,000
Q4 2024 Feb 12, 2025	SELL	$34.6 - $36.99 $26,365 - $28,186	-762 Reduced 5.2%	13,897 $485,000
Q3 2024 Nov 14, 2024	SELL	$34.69 - $36.83 $9.63 Million - $10.2 Million	-277,626 Reduced 94.98%	14,659 $520,000
Q2 2024 Aug 13, 2024	BUY	$35.88 - $37.53 $274,625 - $287,254	7,654 Added 2.69%	292,285 $10.6 Million
Q1 2024 May 01, 2024	SELL	$34.62 - $37.5 $173,550 - $187,987	-5,013 Reduced 1.73%	284,631 $10.7 Million
Q4 2023 Feb 06, 2024	BUY	$33.49 - $35.26 $9.7 Million - $10.2 Million	289,644 New	289,644 $10.2 Million

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.07M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

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Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History