Haverford Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,383
| Closed | -$208K | – | 240 |
|
|
2014
Q4 | $208K | Hold |
7,383
| – | – | 0.01% | 223 |
|
|
2014
Q3 | $209K | Hold |
7,383
| – | – | 0.01% | 218 |
|
|
2014
Q2 | $222K | Hold |
7,383
| – | – | 0.01% | 211 |
|
|
2014
Q1 | $204K | Hold |
7,383
| – | – | 0.01% | 203 |
|
|
2013
Q4 | $203K | Hold |
7,383
| – | – | 0.01% | 254 |
|
|
2013
Q3 | $207K | Hold |
7,383
| – | – | 0.01% | 199 |
|
|
2013
Q2 | $201K | Buy |
+7,383
| New | +$201K | 0.01% | 221 |
|