JIR
James Investment Research’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,891
| Closed | -$612K | – | 562 |
|
|
2020
Q4 | $612K | Buy |
23,891
+2,900
| +14% | +$74.3K | 0.06% | 192 |
|
|
2020
Q3 | $510K | Buy |
20,991
+704
| +3% | +$17.1K | 0.05% | 197 |
|
|
2020
Q2 | $484K | Sell |
20,287
-7,793
| -28% | -$186K | 0.05% | 201 |
|
|
2020
Q1 | $619K | Buy |
+28,080
| New | +$619K | 0.06% | 166 |
|