Janney Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-151,942
| Closed | -$4.28M | – | 190 |
|
|
2017
Q1 | $4.28M | Sell |
151,942
-75,955
| -33% | -$2.14M | 0.2% | 94 |
|
|
2016
Q4 | $5.75M | Sell |
227,897
-4,934
| -2% | -$125K | 0.26% | 92 |
|
|
2016
Q3 | $6.7M | Sell |
232,831
-5,264
| -2% | -$152K | 0.3% | 88 |
|
|
2016
Q2 | $6.46M | Sell |
238,095
-5,705
| -2% | -$155K | 0.34% | 84 |
|
|
2016
Q1 | $6.65M | Sell |
243,800
-12,256
| -5% | -$334K | 0.36% | 84 |
|
|
2015
Q4 | $6.69M | Sell |
256,056
-22,623
| -8% | -$591K | 0.29% | 95 |
|
|
2015
Q3 | $7.24M | Buy |
+278,679
| New | +$7.24M | 0.33% | 95 |
|
|
2015
Q2 | – | Sell |
-285,913
| Closed | -$8.47M | – | 162 |
|
|
2015
Q1 | $8.47M | Buy |
285,913
+510
| +0.2% | +$15.1K | 0.28% | 118 |
|
|
2014
Q4 | $8.03M | Buy |
285,403
+16,528
| +6% | +$465K | 0.46% | 81 |
|
|
2014
Q3 | $7.62M | Buy |
268,875
+33,909
| +14% | +$960K | 0.46% | 79 |
|
|
2014
Q2 | $7.07M | Buy |
234,966
+17,184
| +8% | +$517K | 0.43% | 85 |
|
|
2014
Q1 | $6.03M | Buy |
217,782
+16,158
| +8% | +$447K | 0.4% | 89 |
|
|
2013
Q4 | $5.55M | Buy |
201,624
+4,436
| +2% | +$122K | 0.41% | 84 |
|
|
2013
Q3 | $5.52M | Buy |
+197,188
| New | +$5.52M | 0.45% | 80 |
|