Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $376K | Buy |
12,080
+1,285
| +12% | +$40K | ﹤0.01% | 2041 |
|
|
2019
Q3 | $316K | Buy |
10,795
+1,446
| +15% | +$42.3K | ﹤0.01% | 2127 |
|
|
2019
Q2 | $285K | Buy |
9,349
+350
| +4% | +$10.7K | ﹤0.01% | 2194 |
|
|
2019
Q1 | $290K | Buy |
8,999
+909
| +11% | +$29.3K | ﹤0.01% | 2119 |
|
|
2018
Q4 | $225K | Sell |
8,090
-604
| -7% | -$16.8K | ﹤0.01% | 2158 |
|
|
2018
Q3 | $256K | Sell |
8,694
-7,400
| -46% | -$218K | ﹤0.01% | 2121 |
|
|
2018
Q2 | $518K | Hold |
16,094
| – | – | ﹤0.01% | 1542 |
|
|
2018
Q1 | $518K | Buy |
16,094
+939
| +6% | +$30.2K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $494K | Buy |
15,155
+207
| +1% | +$6.75K | ﹤0.01% | 1561 |
|
|
2017
Q3 | $473K | Buy |
14,948
+510
| +4% | +$16.1K | 0.01% | 1511 |
|
|
2017
Q2 | $425K | Buy |
14,438
+300
| +2% | +$8.83K | 0.01% | 1483 |
|
|
2017
Q1 | $399K | Buy |
14,138
+2,493
| +21% | +$70.4K | 0.01% | 1445 |
|
|
2016
Q4 | $294K | Hold |
11,645
| – | – | ﹤0.01% | 1572 |
|
|
2016
Q3 | $335K | Sell |
11,645
-770
| -6% | -$22.2K | 0.01% | 1419 |
|
|
2016
Q2 | $337K | Hold |
12,415
| – | – | 0.01% | 1357 |
|
|
2016
Q1 | $338K | Hold |
12,415
| – | – | 0.01% | 1260 |
|
|
2015
Q4 | $324K | Buy |
+12,415
| New | +$324K | 0.01% | 1272 |
|
|
2015
Q2 | – | Sell |
-5,349
| Closed | -$159K | – | 4770 |
|
|
2015
Q1 | $159K | Buy |
+5,349
| New | +$159K | ﹤0.01% | 1749 |
|