Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,763
| Closed | – | – | 906 |
|
|
2022
Q2 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q1 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q4 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 939 |
|
|
2021
Q3 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $0 | Hold |
1,763
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $0 | Buy |
+1,763
| New | – | ﹤0.01% | 760 |
|