DFIM
Detwiler Fenton Investment Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $265K | Sell |
9,204
-43,019
| -82% | -$1.24M | 0.85% | 50 |
|
|
2015
Q1 | $1.55M | Sell |
52,223
-3,715
| -7% | -$110K | 1.63% | 18 |
|
|
2014
Q4 | $1.58M | Sell |
55,938
-1,474
| -3% | -$41.5K | 1.78% | 19 |
|
|
2014
Q3 | $1.63M | Buy |
57,412
+1,486
| +3% | +$42.1K | 1.55% | 25 |
|
|
2014
Q2 | $1.68M | Sell |
55,926
-3,709
| -6% | -$112K | 1.36% | 28 |
|
|
2014
Q1 | $1.65M | Buy |
59,635
+1,626
| +3% | +$45K | 1.42% | 30 |
|
|
2013
Q4 | $1.6M | Sell |
58,009
-3,604
| -6% | -$99.2K | 1.43% | 26 |
|
|
2013
Q3 | $1.73M | Buy |
61,613
+17,214
| +39% | +$482K | 1.53% | 30 |
|
|
2013
Q2 | $1.21M | Buy |
+44,399
| New | +$1.21M | 1.23% | 30 |
|