Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,563
| Closed | -$218K | – | 3841 |
|
|
2023
Q4 | $218K | Buy |
+13,563
| New | +$218K | ﹤0.01% | 2675 |
|
|
2023
Q3 | – | Sell |
-5,299
| Closed | -$90.9K | – | 3723 |
|
|
2023
Q2 | $90.9K | Buy |
+5,299
| New | +$90.9K | ﹤0.01% | 3089 |
|
|
2023
Q1 | – | Sell |
-19,120
| Closed | -$316K | – | 3686 |
|
|
2022
Q4 | $316K | Buy |
+19,120
| New | +$316K | ﹤0.01% | 2487 |
|
|
2020
Q1 | – | Sell |
-63
| Closed | -$2K | – | 4188 |
|
|
2019
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 4246 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$6K | – | 4485 |
|
|
2018
Q2 | $6K | Sell |
191
-19,051
| -99% | -$598K | ﹤0.01% | 3755 |
|
|
2018
Q1 | $619K | Sell |
19,242
-13,466
| -41% | -$433K | ﹤0.01% | 1966 |
|
|
2017
Q4 | $1.07M | Buy |
+32,708
| New | +$1.07M | ﹤0.01% | 1755 |
|
|
2016
Q2 | – | Sell |
-762
| Closed | -$21K | – | 3968 |
|
|
2016
Q1 | $21K | Sell |
762
-762
| -50% | -$21K | ﹤0.01% | 3140 |
|
|
2015
Q4 | $40K | Buy |
+1,524
| New | +$40K | ﹤0.01% | 2919 |
|