LPL Financial’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $530K | Sell |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $286K | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $366K | Buy |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $320K | Sell |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $309K | Buy |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $619K | Sell |
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|
2016
Q3 | $712K | Buy |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $410K | Sell |
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|
2015
Q4 | $400K | Buy |
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|
2015
Q3 | $248K | Sell |
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|
2015
Q2 | $1.44M | Sell |
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|
2015
Q1 | $1.53M | Buy |
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|
2014
Q4 | $846K | Sell |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.46M | Buy |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.27M | Sell |
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|
2013
Q3 | $1.65M | Sell |
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|
2013
Q2 | $1.61M | Buy |
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