Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History

Centric Wealth Management

  • $350 Million
  • Q4 2024

A detailed history of Centric Wealth Management transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Centric Wealth Management holds 13,897 shares of WTMF stock, worth $474,999. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,897
Previous 14,659 5.2%
Holding current value
$474,999
Previous $520,000 6.73%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
78
Shares Held
4.41M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

WTMF Quotes by TradingView
  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
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