Comprehensive Wealth Management, LLC
Position in WTMF — WisdomTree Managed Futures Strategy Fund
CIK 1535202
LYNNWOOD, WA
All Filings in WTMF
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTMF | $1,177,364 | 29,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 WTMF | $1,017,415 | 26,760 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 WTMF | $841,877 | 22,219 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 WTMF | $458,217 | 12,977 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 WTMF | $1,893,590 | 54,211 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 WTMF | $1,984,786 | 55,878 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 WTMF | $1,888,869 | 52,078 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 WTMF | $1,866,075 | 49,762 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 WTMF | $1,759,251 | 50,164 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 WTMF | $1,751,204 | 49,736 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 WTMF | $467,396 | 13,358 | Shares | Sole | 2024-01-12 | |
| 2021-12-31 WTMF | $17,164,300 | 484,320 | Shares | Sole | 2024-01-12 | |
| 2021-09-30 WTMF | $19,185,779 | 468,060 | Shares | Sole | 2024-01-12 | |
| 2021-06-30 WTMF | $19,248,329 | 464,711 | Shares | Sole | 2024-01-12 | |
| 2021-03-31 WTMF | $18,547,186 | 475,935 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 WTMF | $20,017,769 | 539,708 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||