Johnson Financial Group Inc (Wisconsin)’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio WTRE Stock Details WTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-119	Closed	-$3K	–	832
2021 Q4	$3K	Sell	119 -119	-50%	-$2.97K	﹤0.01%	675
2021 Q3	$6K	Hold	238	–	–	﹤0.01%	573
2021 Q2	$6K	Buy	+238	New	+$6.48K	﹤0.01%	593

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EWM

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Johnson Financial Group Inc (Wisconsin)'s WTRE Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2022, closing a stake of 119 shares — an estimated $3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WTRE in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 119 WisdomTree New Economy Real Estate Fund shares in Q1 2022, an estimated $3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2021 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s WisdomTree New Economy Real Estate Fund position peaked at $6K in Q3 2021.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.