Concord Wealth Partners Wisdomtree Tr Managed Futures Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Concord Wealth Partners holds 466 shares of WTMF stock, worth $17,568. This represents 0.0% of its overall portfolio holdings.

Number of Shares
466
Previous 1,266 63.19%
Holding current value
$17,568
Previous $44,000 61.36%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$35.27 - $37.96 $28,216 - $30,368
-800 Reduced 63.19%
466 $17,000
Q2 2025

Jul 25, 2025
BUY
$32.91 - $35.38 $756 - $813
23 Added 1.85%
1,266 $44,000
Q1 2025

May 02, 2025
SELL
$33.94 - $35.62 $5,226 - $5,485
-154 Reduced 11.02%
1,243 $42,000
Q4 2024

Jan 23, 2025
BUY
$34.6 - $36.99 $21,452 - $22,933
620 Added 79.79%
1,397 $48,000
Q3 2024

Oct 24, 2024
BUY
$34.69 - $36.83 $26,954 - $28,616
777 New
777 $27,000
Q4 2022

Jan 27, 2023
BUY
$31.5 - $34.93 $2,236 - $2,480
71 New
71 $2,000

Others Institutions Holding WTMF

# of Institutions
80
Shares Held
4.03M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email