Concord Wealth Partners Wisdomtree Tr Managed Futures Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 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 1,266 shares of WTMF stock, worth $49,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,266
Previous 1,243 1.85%
Holding current value
$49,044
Previous $42,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
82
Shares Held
4.09M
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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