Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History

Centric Wealth Management

$415 Million
Q3 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 10,936 shares of WTMF stock, worth $412,287. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,936

Previous 11,758 6.99%

Holding current value

$412,287

Previous $415,000 0.24%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$35.27 - $37.96 $28,991 - $31,203	-822 Reduced 6.99%	10,936 $414,000
Q2 2025 Aug 12, 2025	SELL	$32.91 - $35.38 $53,182 - $57,174	-1,616 Reduced 12.08%	11,758 $415,000
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

4.03M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Centric Wealth Management with notifications on news.

Account

Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History