Mason Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $396K | Hold |
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|
2020
Q2 | $389K | Buy |
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