Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-315
| Closed | -$8K | – | 1036 |
|
|
2021
Q2 | $8K | Hold |
315
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $8K | Sell |
315
-2,690
| -90% | -$68.3K | ﹤0.01% | 832 |
|
|
2020
Q4 | $77K | Sell |
3,005
-630
| -17% | -$16.1K | 0.01% | 355 |
|
|
2020
Q3 | $88K | Buy |
3,635
+300
| +9% | +$7.26K | 0.01% | 332 |
|
|
2020
Q2 | $80K | Buy |
3,335
+1,035
| +45% | +$24.8K | 0.01% | 302 |
|
|
2020
Q1 | $51K | Hold |
2,300
| – | – | 0.01% | 335 |
|
|
2019
Q4 | $72K | Hold |
2,300
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $67K | Hold |
2,300
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $70K | Hold |
2,300
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $73K | Sell |
2,300
-200
| -8% | -$6.35K | 0.01% | 302 |
|
|
2018
Q4 | $69K | Buy |
+2,500
| New | +$69K | 0.01% | 270 |
|