Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14
| Closed | -$239 | – | 2098 |
|
|
2023
Q4 | $239 | Buy |
14
+7
| +100% | +$120 | ﹤0.01% | 1216 |
|
|
2023
Q3 | $107 | Buy |
+7
| New | +$107 | ﹤0.01% | 1005 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$123 | – | 1777 |
|
|
2023
Q1 | $123 | Buy |
+17
| New | +$123 | ﹤0.01% | 672 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | -$112 | – | 1541 |
|
|
2022
Q3 | $112 | Buy |
+16
| New | +$112 | ﹤0.01% | 626 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | -$167 | – | 853 |
|
|
2022
Q1 | $167 | Sell |
23
-1
| -4% | -$7 | ﹤0.01% | 595 |
|
|
2021
Q4 | $176 | Buy |
24
+17
| +243% | +$125 | ﹤0.01% | 639 |
|
|
2021
Q3 | $25K | Hold |
7
| – | – | 0.01% | 757 |
|
|
2021
Q2 | $27K | Hold |
7
| – | – | 0.01% | 744 |
|
|
2021
Q1 | $180 | Sell |
7
-29
| -81% | -$746 | ﹤0.01% | 468 |
|
|
2020
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-202
| Closed | -$4.46K | – | 945 |
|
|
2020
Q1 | $4.46K | Buy |
202
+131
| +185% | +$2.89K | 0.01% | 337 |
|
|
2019
Q4 | $31K | Buy |
71
+2
| +3% | +$873 | 0.02% | 858 |
|
|
2019
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 934 |
|
|
2019
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 958 |
|