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Kabarec Financial Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Kabarec Financial Advisors’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
2018
Q1 		– Sell
-140
Closed -$5K – 98
2017
Q4 		$5K Buy
+140
New +$4.49K ﹤0.01% 78

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Kabarec Financial Advisors's WTRE Position: Q1 2018 in Review

Kabarec Financial Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2018, closing a stake of 140 shares — an estimated $5K sold.

Kabarec Financial Advisors first reported a position in WTRE in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2018.

  • Kabarec Financial Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 140 WisdomTree New Economy Real Estate Fund shares in Q1 2018, an estimated $5K.
  • Kabarec Financial Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2017 and held it in 1 quarter.
  • Kabarec Financial Advisors's WisdomTree New Economy Real Estate Fund position peaked at $5K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2018.

Based on Kabarec Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.