Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19 | Buy |
+1
| New | +$19 | ﹤0.01% | 5270 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$17 | – | 5717 |
|
|
2024
Q4 | $17 | Hold |
1
| – | – | ﹤0.01% | 5393 |
|
|
2024
Q3 | $20 | Buy |
+1
| New | +$20 | ﹤0.01% | 5356 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 5468 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5544 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5540 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4999 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5117 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4954 |
|
|
2021
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 4599 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4334 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$3K | – | 4312 |
|
|
2019
Q4 | $3K | Buy |
81
+80
| +8,000% | +$2.96K | ﹤0.01% | 3523 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4274 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 4228 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4279 |
|