Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,660
| Closed | -$382K | – | 2218 |
|
|
2021
Q4 | $382K | Sell |
15,660
-1,500
| -9% | -$36.6K | 0.02% | 445 |
|
|
2021
Q3 | $428K | Sell |
17,160
-2,170
| -11% | -$54.1K | 0.03% | 394 |
|
|
2021
Q2 | $512K | Buy |
19,330
+400
| +2% | +$10.6K | 0.03% | 375 |
|
|
2021
Q1 | $502K | Sell |
18,930
-1,570
| -8% | -$41.6K | 0.04% | 362 |
|
|
2020
Q4 | $526K | Sell |
20,500
-200
| -1% | -$5.13K | 0.04% | 328 |
|
|
2020
Q3 | $503K | Hold |
20,700
| – | – | 0.04% | 332 |
|
|
2020
Q2 | $494K | Sell |
20,700
-500
| -2% | -$11.9K | 0.04% | 340 |
|
|
2020
Q1 | $467K | Sell |
21,200
-500
| -2% | -$11K | 0.04% | 323 |
|
|
2019
Q4 | $680K | Buy |
+21,700
| New | +$680K | 0.06% | 286 |
|