Laurel Wealth Advisors (California)’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
2022
Q3
Sell
-36,082
Closed -$662K 677
2022
Q2
$662K Sell
36,082
-26,925
-43% -$494K 0.07% 294
2022
Q1
$1.46M Buy
63,007
+819
+1% +$19K 0.12% 182
2021
Q4
$1.52M Buy
+62,188
New +$1.52M 0.12% 175