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Financial Gravity Companies’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-398
Closed -$14K – 1674
2017
Q4 		$14K Buy
+398
New +$12.8K 0.02% 534

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S
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Financial Gravity Companies's WTRE Position: Q1 2018 in Review

Financial Gravity Companies sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2018, closing a stake of 398 shares — an estimated $14K sold.

Financial Gravity Companies first reported a position in WTRE in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2018.

  • Financial Gravity Companies reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 398 WisdomTree New Economy Real Estate Fund shares in Q1 2018, an estimated $14K.
  • Financial Gravity Companies first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's WisdomTree New Economy Real Estate Fund position peaked at $14K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.