Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History

Centric Wealth Management

  • $383 Million
  • Q3 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 14,659 shares of WTMF stock, worth $520,687. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,659
Previous 292,285 94.98%
Holding current value
$520,687
Previous $10.6 Million 95.09%
% of portfolio
0.14%
Previous 3.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
70
Shares Held
5.16M
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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