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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99K	Sell	102 -102	-50%	-$1.99K	﹤0.01%	2811
2025 Q1	$3.54K	Buy	204 +102	+100%	+$1.77K	﹤0.01%	2841
2024 Q4	$1.76K	Hold	102	–	–	﹤0.01%	2648
2024 Q3	$2.03K	Hold	102	–	–	﹤0.01%	2294
2024 Q2	$1.78K	Hold	102	–	–	﹤0.01%	1909
2024 Q1	$1.85K	Hold	102	–	–	﹤0.01%	1915
2023 Q4	$1.87K	Hold	102	–	–	﹤0.01%	1932
2023 Q3	$1.6K	Hold	102	–	–	﹤0.01%	1968
2023 Q2	$1.72K	Hold	102	–	–	﹤0.01%	1952
2023 Q1	$1.74K	Hold	102	–	–	﹤0.01%	1929
2022 Q4	$1.67K	Hold	102	–	–	﹤0.01%	1909
2022 Q3	$1K	Hold	102	–	–	﹤0.01%	1978
2022 Q2	$1K	Hold	102	–	–	﹤0.01%	2557
2022 Q1	$2K	Hold	102	–	–	﹤0.01%	2581
2021 Q4	$2K	Hold	102	–	–	﹤0.01%	2623
2021 Q3	$2K	Hold	102	–	–	﹤0.01%	2683
2021 Q2	$2K	Hold	102	–	–	﹤0.01%	2701
2021 Q1	$2K	Hold	102	–	–	﹤0.01%	2952
2020 Q4	$2K	Hold	102	–	–	﹤0.01%	2738
2020 Q3	$2K	Hold	102	–	–	﹤0.01%	2457
2020 Q2	$2K	Hold	102	–	–	﹤0.01%	2396
2020 Q1	$2K	Hold	102	–	–	﹤0.01%	2305
2019 Q4	$3K	Hold	102	–	–	﹤0.01%	2328
2019 Q3	$2K	Hold	102	–	–	﹤0.01%	2334
2019 Q2	$3K	Hold	102	–	–	﹤0.01%	2267
2019 Q1	$3K	Hold	102	–	–	﹤0.01%	2194
2018 Q4	$2K	Hold	102	–	–	﹤0.01%	2245
2018 Q3	$2K	Hold	102	–	–	﹤0.01%	2291
2018 Q2	$3K	Hold	102	–	–	﹤0.01%	2063
2018 Q1	$3K	Hold	102	–	–	﹤0.01%	1982
2017 Q4	$3K	Hold	102	–	–	﹤0.01%	1971
2017 Q3	$3K	Hold	102	–	–	﹤0.01%	1922
2017 Q2	$3K	Hold	102	–	–	﹤0.01%	1876
2017 Q1	$2K	Sell	102 -23,054	-100%	-$452K	﹤0.01%	1934
2016 Q4	$584K	Sell	23,156 -5,120	-18%	-$129K	0.08%	222
2016 Q3	$814K	Sell	28,276 -1,505	-5%	-$43.3K	0.11%	185
2016 Q2	$815K	Sell	29,781 -1,631	-5%	-$44.6K	0.12%	171
2016 Q1	$847K	Buy	+31,412	New	+$847K	0.13%	166