Cape Investment Advisory’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
Q4 | – | Sell |
-385
| Closed | -$7.65K | – | 1161 |
|
|
2024
Q3 | $7.65K | Buy |
385
+3
| +0.8% | +$60 | ﹤0.01% | 613 |
|
|
2024
Q2 | $6.66K | Buy |
382
+2
| +0.5% | +$35 | ﹤0.01% | 599 |
|
|
2024
Q1 | $6.88K | Buy |
380
+1
| +0.3% | +$18 | ﹤0.01% | 602 |
|
|
2023
Q4 | $6.92K | Buy |
379
+2
| +0.5% | +$37 | ﹤0.01% | 726 |
|
|
2023
Q3 | $5.93K | Buy |
377
+2
| +0.5% | +$31 | ﹤0.01% | 636 |
|
|
2023
Q2 | $6.3K | Buy |
375
+5
| +1% | +$84 | ﹤0.01% | 625 |
|
|
2023
Q1 | $6.3K | Buy |
+370
| New | +$6.3K | ﹤0.01% | 626 |
|