AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
22,157
-1,222
| -5% | -$23.8K | ﹤0.01% | 979 |
|
|
2025
Q1 | $405K | Sell |
23,379
-1,777
| -7% | -$30.8K | ﹤0.01% | 979 |
|
|
2024
Q4 | $434K | Buy |
25,156
+233
| +0.9% | +$4.02K | ﹤0.01% | 950 |
|
|
2024
Q3 | $496K | Buy |
24,923
+182
| +0.7% | +$3.62K | ﹤0.01% | 888 |
|
|
2024
Q2 | $431K | Sell |
24,741
-1,299
| -5% | -$22.6K | ﹤0.01% | 921 |
|
|
2024
Q1 | $472K | Buy |
26,040
+3
| +0% | +$54 | 0.01% | 838 |
|
|
2023
Q4 | $459K | Sell |
26,037
-2,603
| -9% | -$45.9K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $450K | Buy |
28,640
+1,524
| +6% | +$23.9K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $456K | Sell |
27,116
-1,474
| -5% | -$24.8K | ﹤0.01% | 1438 |
|
|
2023
Q1 | $487K | Sell |
28,590
-3,145
| -10% | -$53.5K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $521K | Sell |
31,735
-49,675
| -61% | -$815K | ﹤0.01% | 1297 |
|
|
2022
Q3 | $1.27M | Buy |
81,410
+38,434
| +89% | +$600K | 0.01% | 855 |
|
|
2022
Q2 | $789K | Buy |
42,976
+2,305
| +6% | +$42.3K | 0.01% | 972 |
|
|
2022
Q1 | $941K | Buy |
40,671
+2,642
| +7% | +$61.1K | 0.01% | 937 |
|
|
2021
Q4 | $927K | Buy |
38,029
+11,495
| +43% | +$280K | 0.01% | 952 |
|
|
2021
Q3 | $662K | Buy |
26,534
+6,801
| +34% | +$170K | 0.01% | 1034 |
|
|
2021
Q2 | $523K | Buy |
19,733
+5,094
| +35% | +$135K | ﹤0.01% | 1123 |
|
|
2021
Q1 | $389K | Buy |
14,639
+769
| +6% | +$20.4K | ﹤0.01% | 1142 |
|
|
2020
Q4 | $356K | Buy |
13,870
+528
| +4% | +$13.6K | ﹤0.01% | 1072 |
|
|
2020
Q3 | $324K | Sell |
13,342
-5,060
| -27% | -$123K | ﹤0.01% | 1015 |
|
|
2020
Q2 | $439K | Buy |
18,402
+2,437
| +15% | +$58.1K | 0.01% | 918 |
|
|
2020
Q1 | $352K | Buy |
15,965
+1,936
| +14% | +$42.7K | 0.01% | 826 |
|
|
2019
Q4 | $440K | Buy |
14,029
+4,390
| +46% | +$138K | 0.01% | 776 |
|
|
2019
Q3 | $282K | Buy |
+9,639
| New | +$282K | 0.01% | 812 |
|