Creative Planning’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $517K | Sell |
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|
2018
Q2 | $576K | Sell |
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|
2018
Q1 | $635K | Sell |
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|
2017
Q4 | $683K | Sell |
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|
2017
Q3 | $670K | Buy |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $553K | Buy |
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|
2016
Q4 | $473K | Buy |
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|
2016
Q3 | $505K | Sell |
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|
2016
Q2 | $589K | Buy |
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|
2016
Q1 | $581K | Buy |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $458K | Buy |
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|
2015
Q2 | $398K | Buy |
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|
2015
Q1 | $390K | Buy |
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|
2014
Q4 | $369K | Buy |
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|
2014
Q3 | $102K | Buy |
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|
2014
Q2 | $70K | Buy |
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|
2014
Q1 | $62K | Buy |
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|
2013
Q4 | $45K | Sell |
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|
2013
Q3 | $52K | Buy |
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|
2013
Q2 | $17K | Buy |
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