Beacon Pointe Advisors’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 | – | Sell |
-20,045
| Closed | -$370K | – | 1264 |
|
|
2025
Q1 | $370K | Buy |
+20,045
| New | +$370K | ﹤0.01% | 932 |
|
|
2024
Q4 | – | Sell |
-20,045
| Closed | -$370K | – | 1262 |
|
|
2024
Q3 | $370K | Buy |
+20,045
| New | +$370K | ﹤0.01% | 943 |
|
|
2024
Q1 | – | Sell |
-20,046
| Closed | -$370K | – | 1375 |
|
|
2023
Q4 | $370K | Sell |
20,046
-560
| -3% | -$10.3K | ﹤0.01% | 988 |
|
|
2023
Q3 | $379K | Sell |
20,606
-441
| -2% | -$8.1K | ﹤0.01% | 967 |
|
|
2023
Q2 | $387K | Hold |
21,047
| – | – | 0.01% | 791 |
|
|
2023
Q1 | $387K | Hold |
21,047
| – | – | 0.01% | 839 |
|
|
2022
Q4 | $386K | Buy |
+21,047
| New | +$386K | 0.01% | 778 |
|
|
2022
Q3 | – | Sell |
-21,375
| Closed | -$394K | – | 1069 |
|
|
2022
Q2 | $394K | Hold |
21,375
| – | – | 0.01% | 728 |
|
|
2022
Q1 | $495K | Buy |
+21,375
| New | +$495K | 0.01% | 808 |
|