Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,568
| Closed | -$211K | – | 1967 |
|
|
2019
Q1 | $211K | Sell |
6,568
-774
| -11% | -$24.9K | ﹤0.01% | 1540 |
|
|
2018
Q4 | $204K | Sell |
7,342
-10,247
| -58% | -$285K | ﹤0.01% | 1471 |
|
|
2018
Q3 | $517K | Sell |
17,589
-1,448
| -8% | -$42.6K | ﹤0.01% | 1048 |
|
|
2018
Q2 | $576K | Sell |
19,037
-709
| -4% | -$21.5K | ﹤0.01% | 989 |
|
|
2018
Q1 | $635K | Sell |
19,746
-1,240
| -6% | -$39.9K | ﹤0.01% | 951 |
|
|
2017
Q4 | $683K | Sell |
20,986
-217
| -1% | -$7.06K | ﹤0.01% | 894 |
|
|
2017
Q3 | $670K | Buy |
21,203
+1,773
| +9% | +$56K | ﹤0.01% | 893 |
|
|
2017
Q2 | $572K | Sell |
19,430
-171
| -0.9% | -$5.03K | ﹤0.01% | 950 |
|
|
2017
Q1 | $553K | Buy |
19,601
+857
| +5% | +$24.2K | ﹤0.01% | 933 |
|
|
2016
Q4 | $473K | Buy |
18,744
+1,197
| +7% | +$30.2K | ﹤0.01% | 945 |
|
|
2016
Q3 | $505K | Sell |
17,547
-4,167
| -19% | -$120K | ﹤0.01% | 883 |
|
|
2016
Q2 | $589K | Buy |
21,714
+388
| +2% | +$10.5K | ﹤0.01% | 708 |
|
|
2016
Q1 | $581K | Buy |
21,326
+2,914
| +16% | +$79.4K | ﹤0.01% | 693 |
|
|
2015
Q4 | $481K | Buy |
18,412
+797
| +5% | +$20.8K | ﹤0.01% | 771 |
|
|
2015
Q3 | $458K | Buy |
17,615
+3,773
| +27% | +$98.1K | ﹤0.01% | 773 |
|
|
2015
Q2 | $398K | Buy |
13,842
+687
| +5% | +$19.8K | ﹤0.01% | 724 |
|
|
2015
Q1 | $390K | Buy |
13,155
+41
| +0.3% | +$1.22K | ﹤0.01% | 844 |
|
|
2014
Q4 | $369K | Buy |
13,114
+9,518
| +265% | +$268K | ﹤0.01% | 829 |
|
|
2014
Q3 | $102K | Buy |
3,596
+1,263
| +54% | +$35.8K | ﹤0.01% | 1454 |
|
|
2014
Q2 | $70K | Buy |
2,333
+106
| +5% | +$3.18K | ﹤0.01% | 1642 |
|
|
2014
Q1 | $62K | Buy |
2,227
+599
| +37% | +$16.7K | ﹤0.01% | 1662 |
|
|
2013
Q4 | $45K | Sell |
1,628
-216
| -12% | -$5.97K | ﹤0.01% | 1677 |
|
|
2013
Q3 | $52K | Buy |
1,844
+1,211
| +191% | +$34.2K | ﹤0.01% | 1485 |
|
|
2013
Q2 | $17K | Buy |
+633
| New | +$17K | ﹤0.01% | 2028 |
|