Advisor Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $97K | Hold |
3,114
| – | – | ﹤0.01% | 2968 |
|
|
2019
Q3 | $91K | Hold |
3,114
| – | – | ﹤0.01% | 2949 |
|
|
2019
Q2 | $95K | Sell |
3,114
-1,121
| -26% | -$34.2K | ﹤0.01% | 2904 |
|
|
2019
Q1 | $136K | Sell |
4,235
-983
| -19% | -$31.6K | ﹤0.01% | 2592 |
|
|
2018
Q4 | $144K | Sell |
5,218
-4,083
| -44% | -$113K | ﹤0.01% | 2347 |
|
|
2018
Q3 | $273K | Buy |
9,301
+2,412
| +35% | +$70.8K | ﹤0.01% | 1934 |
|
|
2018
Q2 | $208K | Sell |
6,889
-10,936
| -61% | -$330K | ﹤0.01% | 1945 |
|
|
2018
Q1 | $573K | Buy |
17,825
+6,745
| +61% | +$217K | 0.01% | 1223 |
|
|
2017
Q4 | $361K | Buy |
11,080
+1,379
| +14% | +$44.9K | ﹤0.01% | 1557 |
|
|
2017
Q3 | $306K | Buy |
9,701
+6,593
| +212% | +$208K | ﹤0.01% | 1519 |
|
|
2017
Q2 | $92K | Buy |
3,108
+2,209
| +246% | +$65.4K | ﹤0.01% | 2376 |
|
|
2017
Q1 | $25K | Sell |
899
-1,690
| -65% | -$47K | ﹤0.01% | 3234 |
|
|
2016
Q4 | $65K | Hold |
2,589
| – | – | ﹤0.01% | 2403 |
|
|
2016
Q3 | $75K | Sell |
2,589
-256
| -9% | -$7.42K | ﹤0.01% | 2223 |
|
|
2016
Q2 | $77K | Buy |
+2,845
| New | +$77K | ﹤0.01% | 2108 |
|