Continuum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$17 | – | 1967 |
|
|
2024
Q4 | $17 | Hold |
1
| – | – | ﹤0.01% | 1844 |
|
|
2024
Q3 | $18 | Hold |
1
| – | – | ﹤0.01% | 1906 |
|
|
2024
Q2 | $17 | Hold |
1
| – | – | ﹤0.01% | 1701 |
|
|
2024
Q1 | $17 | Buy |
+1
| New | +$17 | ﹤0.01% | 1695 |
|
|
2021
Q2 | – | Sell |
-7,724
| Closed | -$211K | – | 275 |
|
|
2021
Q1 | $211K | Sell |
7,724
-919
| -11% | -$25.1K | 0.09% | 162 |
|
|
2020
Q4 | $222K | Buy |
8,643
+389
| +5% | +$9.99K | 0.1% | 147 |
|
|
2020
Q3 | $203K | Buy |
+8,254
| New | +$203K | 0.11% | 141 |
|