Concord Wealth Partners
Position in WTMF — WisdomTree Managed Futures Strategy Fund
CIK 1814214
ABINGDON, VA
All Filings in WTMF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 WTMF | $17,717 | 466 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 WTMF | $17,656 | 466 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 WTMF | $44,702 | 1,266 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 WTMF | $42,423 | 1,243 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 WTMF | $48,797 | 1,397 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 WTMF | $27,599 | 777 | Shares | Sole | 2024-10-24 | |
| 2022-12-31 WTMF | $2,239 | 71 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||