HHM Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $668K | Sell |
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|
2020
Q4 | $754K | Sell |
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|
2020
Q3 | $787K | Sell |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $951K | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.68M | Buy |
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