CWM
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Curi Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Curi Wealth Management’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-417
Closed -$9K – 735
2022
Q1 		$9K Buy
+417
New +$9K ﹤0.01% 375