Bank of America’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $174K | Sell |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $275K | Buy |
|
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $72K | Sell |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $118K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $510K | Sell |
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|
2019
Q2 | $949K | Buy |
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|
2019
Q1 | $802K | Sell |
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|
2018
Q4 | $761K | Buy |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $664K | Sell |
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|
2018
Q1 | $708K | Buy |
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|
2017
Q4 | $521K | Sell |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $500K | Buy |
|
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $272K | Sell |
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|
2016
Q3 | $349K | Buy |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $528K | Sell |
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|
2015
Q4 | $782K | Sell |
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|
2015
Q3 | $3.43M | Sell |
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|
2015
Q2 | $6.1M | Sell |
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|
2015
Q1 | $6.83M | Buy |
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|
2014
Q4 | $5.96M | Buy |
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|
2014
Q3 | $1.78M | Sell |
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|
2014
Q2 | $4.06M | Buy |
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|
2014
Q1 | $3.59M | Sell |
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|
2013
Q4 | $6.32M | Buy |
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|
2013
Q3 | $5.93M | Buy |
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|
2013
Q2 | $3.35M | Buy |
|