LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
13,374
-4,257
| -24% | -$82.9K | ﹤0.01% | 4760 |
|
|
2025
Q1 | $306K | Buy |
17,631
+6,990
| +66% | +$121K | ﹤0.01% | 4460 |
|
|
2024
Q4 | $184K | Sell |
10,641
-1,832
| -15% | -$31.6K | ﹤0.01% | 4725 |
|
|
2024
Q3 | $248K | Sell |
12,473
-966
| -7% | -$19.2K | ﹤0.01% | 4491 |
|
|
2024
Q2 | $234K | Sell |
13,439
-1,315
| -9% | -$22.9K | ﹤0.01% | 4362 |
|
|
2024
Q1 | $267K | Sell |
14,754
-73
| -0.5% | -$1.32K | ﹤0.01% | 4228 |
|
|
2023
Q4 | $271K | Sell |
14,827
-3,765
| -20% | -$68.9K | ﹤0.01% | 4112 |
|
|
2023
Q3 | $292K | Buy |
18,592
+1,006
| +6% | +$15.8K | ﹤0.01% | 3896 |
|
|
2023
Q2 | $296K | Buy |
17,586
+1,045
| +6% | +$17.6K | ﹤0.01% | 3817 |
|
|
2023
Q1 | $282K | Sell |
16,541
-537
| -3% | -$9.14K | ﹤0.01% | 3767 |
|
|
2022
Q4 | $280K | Sell |
17,078
-2,605
| -13% | -$42.7K | ﹤0.01% | 3674 |
|
|
2022
Q3 | $307K | Sell |
19,683
-15,705
| -44% | -$245K | ﹤0.01% | 3553 |
|
|
2022
Q2 | $649K | Buy |
35,388
+8,926
| +34% | +$164K | ﹤0.01% | 2952 |
|
|
2022
Q1 | $612K | Buy |
26,462
+4,741
| +22% | +$110K | ﹤0.01% | 3028 |
|
|
2021
Q4 | $530K | Sell |
21,721
-464
| -2% | -$11.3K | ﹤0.01% | 3220 |
|
|
2021
Q3 | $553K | Buy |
22,185
+1,988
| +10% | +$49.6K | ﹤0.01% | 3114 |
|
|
2021
Q2 | $535K | Sell |
20,197
-62
| -0.3% | -$1.64K | ﹤0.01% | 3084 |
|
|
2021
Q1 | $538K | Buy |
20,259
+589
| +3% | +$15.6K | ﹤0.01% | 2947 |
|
|
2020
Q4 | $504K | Buy |
19,670
+2,853
| +17% | +$73.1K | ﹤0.01% | 2737 |
|
|
2020
Q3 | $409K | Sell |
16,817
-1,201
| -7% | -$29.2K | ﹤0.01% | 2631 |
|
|
2020
Q2 | $430K | Buy |
18,018
+498
| +3% | +$11.9K | ﹤0.01% | 2513 |
|
|
2020
Q1 | $386K | Buy |
17,520
+1,330
| +8% | +$29.3K | ﹤0.01% | 2284 |
|
|
2019
Q4 | $508K | Buy |
16,190
+3,607
| +29% | +$113K | ﹤0.01% | 2359 |
|
|
2019
Q3 | $368K | Buy |
12,583
+3,192
| +34% | +$93.4K | ﹤0.01% | 2508 |
|
|
2019
Q2 | $286K | Sell |
9,391
-324
| -3% | -$9.87K | ﹤0.01% | 2724 |
|
|
2019
Q1 | $312K | Sell |
9,715
-35
| -0.4% | -$1.12K | ﹤0.01% | 2583 |
|
|
2018
Q4 | $271K | Sell |
9,750
-2,683
| -22% | -$74.6K | ﹤0.01% | 2535 |
|
|
2018
Q3 | $366K | Buy |
12,433
+2,889
| +30% | +$85K | ﹤0.01% | 2490 |
|
|
2018
Q2 | $289K | Sell |
9,544
-224
| -2% | -$6.78K | ﹤0.01% | 2661 |
|
|
2018
Q1 | $314K | Sell |
9,768
-49
| -0.5% | -$1.58K | ﹤0.01% | 2550 |
|
|
2017
Q4 | $320K | Sell |
9,817
-917
| -9% | -$29.9K | ﹤0.01% | 2415 |
|
|
2017
Q3 | $339K | Buy |
10,734
+217
| +2% | +$6.85K | ﹤0.01% | 2255 |
|
|
2017
Q2 | $309K | Buy |
10,517
+2,669
| +34% | +$78.4K | ﹤0.01% | 2266 |
|
|
2017
Q1 | $222K | Sell |
7,848
-16,574
| -68% | -$469K | ﹤0.01% | 2425 |
|
|
2016
Q4 | $619K | Sell |
24,422
-556
| -2% | -$14.1K | ﹤0.01% | 1554 |
|
|
2016
Q3 | $712K | Buy |
24,978
+17,112
| +218% | +$488K | 0.01% | 1443 |
|
|
2016
Q2 | $212K | Sell |
7,866
-7,591
| -49% | -$205K | ﹤0.01% | 2343 |
|
|
2016
Q1 | $410K | Sell |
15,457
-154
| -1% | -$4.09K | ﹤0.01% | 2299 |
|
|
2015
Q4 | $400K | Buy |
15,611
+6,393
| +69% | +$164K | ﹤0.01% | 2339 |
|
|
2015
Q3 | $248K | Sell |
9,218
-41,776
| -82% | -$1.12M | ﹤0.01% | 2354 |
|
|
2015
Q2 | $1.44M | Sell |
50,994
-372
| -0.7% | -$10.5K | 0.01% | 1104 |
|
|
2015
Q1 | $1.53M | Buy |
51,366
+21,296
| +71% | +$635K | 0.01% | 1073 |
|
|
2014
Q4 | $846K | Sell |
30,070
-18,352
| -38% | -$516K | ﹤0.01% | 1425 |
|
|
2014
Q3 | $1.36M | Buy |
48,422
+14
| +0% | +$394 | 0.01% | 1082 |
|
|
2014
Q2 | $1.46M | Buy |
48,408
+2,275
| +5% | +$68.4K | 0.01% | 1082 |
|
|
2014
Q1 | $1.28M | Sell |
46,133
-164
| -0.4% | -$4.54K | 0.01% | 1106 |
|
|
2013
Q4 | $1.27M | Sell |
46,297
-11,088
| -19% | -$305K | 0.01% | 1093 |
|
|
2013
Q3 | $1.65M | Sell |
57,385
-1,824
| -3% | -$52.4K | 0.01% | 895 |
|
|
2013
Q2 | $1.61M | Buy |
+59,209
| New | +$1.61M | 0.01% | 834 |
|