Cambridge Investment Research Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-25,482
| Closed | -$619K | – | 2791 |
|
|
2020
Q3 | $619K | Sell |
25,482
-12,896
| -34% | -$313K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $915K | Sell |
38,378
-14,238
| -27% | -$339K | 0.01% | 1173 |
|
|
2020
Q1 | $1.16M | Buy |
52,616
+2,900
| +6% | +$63.9K | 0.01% | 899 |
|
|
2019
Q4 | $1.56M | Buy |
49,716
+2,838
| +6% | +$89K | 0.01% | 914 |
|
|
2019
Q3 | $1.37M | Buy |
46,878
+1,893
| +4% | +$55.4K | 0.01% | 910 |
|
|
2019
Q2 | $1.37M | Sell |
44,985
-4,532
| -9% | -$138K | 0.01% | 885 |
|
|
2019
Q1 | $1.59M | Sell |
49,517
-4,898
| -9% | -$157K | 0.02% | 812 |
|
|
2018
Q4 | $1.51M | Buy |
54,415
+33,674
| +162% | +$935K | 0.02% | 740 |
|
|
2018
Q3 | $610K | Buy |
20,741
+908
| +5% | +$26.7K | 0.01% | 1332 |
|
|
2018
Q2 | $600K | Buy |
19,833
+1,984
| +11% | +$60K | 0.01% | 1309 |
|
|
2018
Q1 | $574K | Buy |
17,849
+2,707
| +18% | +$87.1K | 0.01% | 1267 |
|
|
2017
Q4 | $493K | Sell |
15,142
-1,320
| -8% | -$43K | 0.01% | 1332 |
|
|
2017
Q3 | $520K | Sell |
16,462
-2,768
| -14% | -$87.4K | 0.01% | 1234 |
|
|
2017
Q2 | $566K | Sell |
19,230
-5,645
| -23% | -$166K | 0.01% | 1122 |
|
|
2017
Q1 | $701K | Sell |
24,875
-17,759
| -42% | -$500K | 0.01% | 901 |
|
|
2016
Q4 | $1.08M | Sell |
42,634
-30,999
| -42% | -$783K | 0.02% | 636 |
|
|
2016
Q3 | $2.12M | Sell |
73,633
-7,542
| -9% | -$217K | 0.04% | 414 |
|
|
2016
Q2 | $2.2M | Sell |
81,175
-5,949
| -7% | -$161K | 0.05% | 361 |
|
|
2016
Q1 | $2.38M | Sell |
87,124
-1,626
| -2% | -$44.3K | 0.05% | 315 |
|
|
2015
Q4 | $2.32M | Buy |
88,750
+1,625
| +2% | +$42.4K | 0.05% | 315 |
|
|
2015
Q3 | $2.26M | Buy |
87,125
+5,075
| +6% | +$132K | 0.07% | 283 |
|
|
2015
Q2 | $2.36M | Sell |
82,050
-4,309
| -5% | -$124K | 0.07% | 282 |
|
|
2015
Q1 | $2.56M | Buy |
86,359
+2,655
| +3% | +$78.7K | 0.07% | 261 |
|
|
2014
Q4 | $2.36M | Buy |
83,704
+1,097
| +1% | +$30.9K | 0.07% | 264 |
|
|
2014
Q3 | $2.34M | Buy |
82,607
+6,004
| +8% | +$170K | 0.07% | 280 |
|
|
2014
Q2 | $2.3M | Sell |
76,603
-1,811
| -2% | -$54.5K | 0.08% | 250 |
|
|
2014
Q1 | $2.17M | Buy |
78,414
+3,097
| +4% | +$85.7K | 0.08% | 233 |
|
|
2013
Q4 | $2.07M | Sell |
75,317
-505,895
| -87% | -$13.9M | 0.08% | 227 |
|
|
2013
Q3 | $16.3M | Buy |
581,212
+506,710
| +680% | +$14.2M | 0.71% | 27 |
|
|
2013
Q2 | $2.03M | Buy |
+74,502
| New | +$2.03M | 0.1% | 197 |
|