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

Endowment Wealth Management’s Portfolio WTRE Stock Details WTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$283K	Sell
2023 Q2	$319K	Sell
2023 Q1	$331K	Sell
2022 Q4	$525K	Sell
2022 Q3	$620K	Buy
2022 Q2	$581K	Buy
2022 Q1	$635K	Buy
2021 Q4	$573K	Buy