Global Retirement Partners’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
Q3 | – | Sell |
-332
| Closed | -$9K | – | 2070 |
|
|
2021
Q2 | $9K | Hold |
332
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q1 | $9K | Hold |
332
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q4 | $9K | Hold |
332
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q3 | $8K | Hold |
332
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $8K | Hold |
332
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q1 | $7K | Hold |
332
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q4 | $10K | Hold |
332
| – | – | ﹤0.01% | 1160 |
|
|
2019
Q3 | $10K | Hold |
332
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q2 | $10K | Hold |
332
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q1 | $11K | Hold |
332
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q4 | $9K | Hold |
332
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q3 | $10K | Hold |
332
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q2 | $10K | Hold |
332
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q1 | $11K | Hold |
332
| – | – | ﹤0.01% | 950 |
|
|
2017
Q4 | $11K | Hold |
332
| – | – | ﹤0.01% | 885 |
|
|
2017
Q3 | $10K | Sell |
332
-125
| -27% | -$3.77K | ﹤0.01% | 847 |
|
|
2017
Q2 | $13K | Hold |
457
| – | – | 0.01% | 719 |
|
|
2017
Q1 | $13K | Hold |
457
| – | – | 0.01% | 675 |
|
|
2016
Q4 | $12K | Buy |
+457
| New | +$12K | 0.01% | 648 |
|