CAL
Capital Advisors Ltd’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,653
| Closed | -$74K | – | 453 |
|
|
2018
Q4 | $74K | Hold |
2,653
| – | – | 0.02% | 238 |
|
|
2018
Q3 | $78K | Hold |
2,653
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $80K | Hold |
2,653
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $85K | Buy |
2,653
+783
| +42% | +$25.1K | 0.03% | 187 |
|
|
2017
Q4 | $61K | Hold |
1,870
| – | – | 0.02% | 208 |
|
|
2017
Q3 | $59K | Hold |
1,870
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $55K | Hold |
1,870
| – | – | 0.02% | 209 |
|
|
2017
Q1 | $53K | Hold |
1,870
| – | – | 0.02% | 195 |
|
|
2016
Q4 | $47K | Hold |
1,870
| – | – | 0.02% | 196 |
|
|
2016
Q3 | $54K | Hold |
1,870
| – | – | 0.02% | 184 |
|
|
2016
Q2 | $51K | Hold |
1,870
| – | – | 0.02% | 179 |
|
|
2016
Q1 | $51K | Hold |
1,870
| – | – | 0.03% | 178 |
|
|
2015
Q4 | $49K | Hold |
1,870
| – | – | 0.03% | 180 |
|
|
2015
Q3 | $49K | Hold |
1,870
| – | – | 0.03% | 172 |
|
|
2015
Q2 | $54K | Hold |
1,870
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $55K | Hold |
1,870
| – | – | 0.03% | 172 |
|
|
2014
Q4 | $53K | Hold |
1,870
| – | – | 0.03% | 167 |
|
|
2014
Q3 | $52K | Hold |
1,870
| – | – | 0.03% | 172 |
|
|
2014
Q2 | $56K | Hold |
1,870
| – | – | 0.03% | 173 |
|
|
2014
Q1 | $52K | Hold |
1,870
| – | – | 0.03% | 176 |
|
|
2013
Q4 | $51K | Buy |
+1,870
| New | +$51K | 0.03% | 147 |
|