Lake Point Wealth Management Wisdomtree Tr Managed Futures Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Lake Point Wealth Management holds 4,998 shares of WTMF stock, worth $188,424. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,998

Previous 4,998 -0.0%

Holding current value

$188,424

Previous $180,000 2.78%

% of portfolio

0.1%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 21, 2021	SELL	$39.71 - $41.7 $635 - $667	-16 Reduced 0.32%	4,998 $205,000
Q2 2021 Aug 04, 2021	SELL	$38.87 - $41.71 $13.2 Million - $14.2 Million	-339,890 Reduced 98.55%	5,014 $208,000
Q1 2020 May 18, 2020	BUY	$35.44 - $37.29 $45,646 - $48,029	1,288 Added 0.37%	344,904 $12.5 Million
Q4 2019 Feb 13, 2020	BUY	$37.0 - $38.29 $770,784 - $797,657	20,832 Added 6.45%	343,616 $12.7 Million
Q1 2019 Aug 07, 2019	BUY	N/A	221,585 Added 218.96%	322,784 $12.2 Million

Q1 2019 Jun 03, 2019	SELL	N/A	-234 Reduced 0.23%	101,199 $3.93 Million
Q4 2018 Aug 07, 2019	BUY	N/A	234 Added 0.23%	101,433 $3.93 Million
Q4 2018 Feb 21, 2019	BUY	N/A	101,199 New	101,199 $3.93 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Account

Lake Point Wealth Management Wisdomtree Tr Managed Futures Transaction History