JFS 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
2015
Q3
Sell
-1,267
Closed -$36K 579
2015
Q2
$36K Hold
1,267
0.02% 214
2015
Q1
$38K Hold
1,267
0.02% 209
2014
Q4
$36K Buy
1,267
+27
+2% +$767 0.01% 220
2014
Q3
$35K Buy
+1,240
New +$35K 0.01% 214