Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,896
| Closed | -$408K | – | 914 |
|
|
2020
Q4 | $408K | Sell |
15,896
-2,377
| -13% | -$61K | 0.04% | 392 |
|
|
2020
Q3 | $444K | Sell |
18,273
-2,772
| -13% | -$67.4K | 0.05% | 311 |
|
|
2020
Q2 | $502K | Buy |
21,045
+3,778
| +22% | +$90.1K | 0.05% | 277 |
|
|
2020
Q1 | $521K | Buy |
+17,267
| New | +$521K | 0.05% | 338 |
|
|
2018
Q1 | – | Sell |
-54,621
| Closed | -$1.78M | – | 1225 |
|
|
2017
Q4 | $1.78M | Buy |
54,621
+754
| +1% | +$24.5K | 0.09% | 179 |
|
|
2017
Q3 | $1.7M | Buy |
53,867
+2,219
| +4% | +$70.2K | 0.09% | 171 |
|
|
2017
Q2 | $1.52M | Sell |
51,648
-192
| -0.4% | -$5.65K | 0.09% | 182 |
|
|
2017
Q1 | $1.46M | Buy |
51,840
+3,805
| +8% | +$107K | 0.09% | 196 |
|
|
2016
Q4 | $1.21M | Sell |
48,035
-1,799
| -4% | -$45.4K | 0.08% | 196 |
|
|
2016
Q3 | $1.44M | Buy |
49,834
+2,621
| +6% | +$75.5K | 0.09% | 151 |
|
|
2016
Q2 | $1.28M | Buy |
47,213
+1,881
| +4% | +$51K | 0.09% | 164 |
|
|
2016
Q1 | $1.24M | Sell |
45,332
-195
| -0.4% | -$5.32K | 0.09% | 167 |
|
|
2015
Q4 | $1.19M | Buy |
45,527
+18,266
| +67% | +$477K | 0.09% | 184 |
|
|
2015
Q3 | $1.08M | Sell |
27,261
-15,460
| -36% | -$611K | 0.11% | 145 |
|
|
2015
Q2 | $1.23M | Sell |
42,721
-816
| -2% | -$23.5K | 0.13% | 119 |
|
|
2015
Q1 | $1.29M | Sell |
43,537
-1,455
| -3% | -$43.1K | 0.14% | 103 |
|
|
2014
Q4 | $1.27M | Buy |
44,992
+1,817
| +4% | +$51.2K | 0.16% | 93 |
|
|
2014
Q3 | $1.22M | Buy |
43,175
+13,028
| +43% | +$369K | 0.22% | 79 |
|
|
2014
Q2 | $907K | Buy |
30,147
+151
| +0.5% | +$4.54K | 0.15% | 105 |
|
|
2014
Q1 | $830K | Sell |
29,996
-40,701
| -58% | -$1.13M | 0.18% | 94 |
|
|
2013
Q4 | $1.95M | Buy |
70,697
+14,562
| +26% | +$401K | 0.48% | 26 |
|
|
2013
Q3 | $1.57M | Buy |
56,135
+14,397
| +34% | +$403K | 0.45% | 31 |
|
|
2013
Q2 | $1.14M | Buy |
+41,738
| New | +$1.14M | 0.39% | 46 |
|