Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,575
| Closed | -$592K | – | 1728 |
|
|
2016
Q3 | $592K | Buy |
+20,575
| New | +$592K | 0.01% | 879 |
|
|
2016
Q2 | – | Sell |
-21,435
| Closed | -$584K | – | 1180 |
|
|
2016
Q1 | $584K | Sell |
21,435
-1,029
| -5% | -$28K | 0.02% | 708 |
|
|
2015
Q4 | $587K | Sell |
22,464
-1,566
| -7% | -$40.9K | 0.02% | 745 |
|
|
2015
Q3 | $625K | Sell |
24,030
-2,779
| -10% | -$72.3K | 0.02% | 721 |
|
|
2015
Q2 | $771K | Sell |
26,809
-238
| -0.9% | -$6.85K | 0.02% | 925 |
|
|
2015
Q1 | $802K | Buy |
27,047
+308
| +1% | +$9.13K | 0.01% | 1031 |
|
|
2014
Q4 | $753K | Buy |
26,739
+960
| +4% | +$27K | 0.02% | 1016 |
|
|
2014
Q3 | $730K | Sell |
25,779
-260
| -1% | -$7.36K | 0.02% | 1017 |
|
|
2014
Q2 | $783K | Buy |
26,039
+928
| +4% | +$27.9K | 0.02% | 959 |
|
|
2014
Q1 | $695K | Buy |
25,111
+4,818
| +24% | +$133K | 0.02% | 928 |
|
|
2013
Q4 | $558K | Buy |
+20,293
| New | +$558K | 0.01% | 1015 |
|