Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,277
| Closed | -$134K | – | 273 |
|
|
2019
Q4 | $134K | Buy |
+4,277
| New | +$134K | 0.04% | 127 |
|
|
2019
Q2 | – | Sell |
-3,222
| Closed | -$103K | – | 296 |
|
|
2019
Q1 | $103K | Buy |
+3,222
| New | +$103K | 0.03% | 126 |
|
|
2016
Q4 | – | Sell |
-5,370
| Closed | -$155K | – | 268 |
|
|
2016
Q3 | $155K | Buy |
5,370
+5,287
| +6,370% | +$153K | 0.07% | 100 |
|
|
2016
Q2 | $2K | Sell |
83
-620
| -88% | -$14.9K | ﹤0.01% | 209 |
|
|
2016
Q1 | $19K | Buy |
+703
| New | +$19K | 0.01% | 140 |
|
|
2015
Q2 | – | Sell |
-1,704
| Closed | -$50.5K | – | 293 |
|
|
2015
Q1 | $50.5K | Buy |
+1,704
| New | +$50.5K | 0.03% | 136 |
|
|
2014
Q4 | – | Sell |
-787
| Closed | -$22.3K | – | 350 |
|
|
2014
Q3 | $22.3K | Sell |
787
-5,248
| -87% | -$149K | 0.01% | 179 |
|
|
2014
Q2 | $182K | Buy |
+6,035
| New | +$182K | 0.09% | 72 |
|