HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,938
| Closed | -$329K | – | 824 |
|
|
2022
Q2 | $329K | Hold |
17,938
| – | – | 0.08% | 84 |
|
|
2022
Q1 | $415K | Sell |
17,938
-1,730
| -9% | -$40K | 0.1% | 83 |
|
|
2021
Q4 | $480K | Sell |
19,668
-6,265
| -24% | -$153K | 0.12% | 71 |
|
|
2021
Q3 | $647K | Sell |
25,933
-150
| -0.6% | -$3.74K | 0.18% | 56 |
|
|
2021
Q2 | $691K | Buy |
26,083
+905
| +4% | +$24K | 0.19% | 53 |
|
|
2021
Q1 | $668K | Sell |
25,178
-4,208
| -14% | -$112K | 0.21% | 46 |
|
|
2020
Q4 | $754K | Sell |
29,386
-2,987
| -9% | -$76.6K | 0.26% | 33 |
|
|
2020
Q3 | $787K | Sell |
32,373
-4,060
| -11% | -$98.7K | 0.31% | 29 |
|
|
2020
Q2 | $869K | Sell |
36,433
-6,685
| -16% | -$159K | 0.36% | 26 |
|
|
2020
Q1 | $951K | Sell |
43,118
-5,484
| -11% | -$121K | 0.46% | 23 |
|
|
2019
Q4 | $1.52M | Sell |
48,602
-600
| -1% | -$18.8K | 0.73% | 20 |
|
|
2019
Q3 | $1.44M | Sell |
49,202
-1,365
| -3% | -$40K | 0.82% | 16 |
|
|
2019
Q2 | $1.54M | Sell |
50,567
-434
| -0.9% | -$13.2K | 0.91% | 15 |
|
|
2019
Q1 | $1.64M | Sell |
51,001
-9,437
| -16% | -$303K | 1.05% | 15 |
|
|
2018
Q4 | $1.68M | Buy |
+60,438
| New | +$1.68M | 1.23% | 14 |
|