Morgan Stanley’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 | $61.8K | Sell |
3,175
-54
| -2% | -$1.05K | ﹤0.01% | 6288 |
|
|
2025
Q1 | $56K | Sell |
3,229
-69
| -2% | -$1.2K | ﹤0.01% | 6233 |
|
|
2024
Q4 | $56.9K | Sell |
3,298
-774
| -19% | -$13.4K | ﹤0.01% | 6249 |
|
|
2024
Q3 | $81.1K | Sell |
4,072
-21
| -0.5% | -$418 | ﹤0.01% | 6075 |
|
|
2024
Q2 | $71.3K | Sell |
4,093
-797
| -16% | -$13.9K | ﹤0.01% | 6071 |
|
|
2024
Q1 | $88.6K | Sell |
4,890
-4,904
| -50% | -$88.8K | ﹤0.01% | 6042 |
|
|
2023
Q4 | $179K | Buy |
9,794
+4,895
| +100% | +$89.6K | ﹤0.01% | 5984 |
|
|
2023
Q3 | $77K | Sell |
4,899
-1,562
| -24% | -$24.5K | ﹤0.01% | 5996 |
|
|
2023
Q2 | $109K | Sell |
6,461
-98
| -1% | -$1.65K | ﹤0.01% | 5916 |
|
|
2023
Q1 | $112K | Sell |
6,559
-2,855
| -30% | -$48.6K | ﹤0.01% | 5962 |
|
|
2022
Q4 | $154K | Buy |
9,414
+295
| +3% | +$4.84K | ﹤0.01% | 5774 |
|
|
2022
Q3 | $142K | Sell |
9,119
-1,153
| -11% | -$18K | ﹤0.01% | 5900 |
|
|
2022
Q2 | $188K | Sell |
10,272
-3,139
| -23% | -$57.5K | ﹤0.01% | 5933 |
|
|
2022
Q1 | $310K | Sell |
13,411
-9,501
| -41% | -$220K | ﹤0.01% | 5673 |
|
|
2021
Q4 | $559K | Sell |
22,912
-23,555
| -51% | -$575K | ﹤0.01% | 5474 |
|
|
2021
Q3 | $1.16M | Sell |
46,467
-4,686
| -9% | -$117K | ﹤0.01% | 4960 |
|
|
2021
Q2 | $1.36M | Sell |
51,153
-17,697
| -26% | -$469K | ﹤0.01% | 4911 |
|
|
2021
Q1 | $1.83M | Buy |
68,850
+3,955
| +6% | +$105K | ﹤0.01% | 4321 |
|
|
2020
Q4 | $1.66M | Sell |
64,895
-28,683
| -31% | -$735K | ﹤0.01% | 4308 |
|
|
2020
Q3 | $2.27M | Sell |
93,578
-71,821
| -43% | -$1.75M | ﹤0.01% | 3547 |
|
|
2020
Q2 | $3.94M | Sell |
165,399
-86,111
| -34% | -$2.05M | ﹤0.01% | 2912 |
|
|
2020
Q1 | $5.55M | Sell |
251,510
-12,441
| -5% | -$274K | ﹤0.01% | 2357 |
|
|
2019
Q4 | $8.28M | Buy |
263,951
+15,702
| +6% | +$492K | ﹤0.01% | 2630 |
|
|
2019
Q3 | $7.27M | Buy |
248,249
+3,911
| +2% | +$114K | ﹤0.01% | 2458 |
|
|
2019
Q2 | $7.43M | Buy |
244,338
+2,070
| +0.9% | +$62.9K | ﹤0.01% | 2480 |
|
|
2019
Q1 | $7.78M | Sell |
242,268
-6,458
| -3% | -$207K | ﹤0.01% | 2287 |
|
|
2018
Q4 | $6.91M | Buy |
248,726
+40,488
| +19% | +$1.12M | ﹤0.01% | 2522 |
|
|
2018
Q3 | $6.13M | Buy |
208,238
+39,575
| +23% | +$1.16M | ﹤0.01% | 2970 |
|
|
2018
Q2 | $5.1M | Sell |
168,663
-18,408
| -10% | -$557K | ﹤0.01% | 3120 |
|
|
2018
Q1 | $6.02M | Buy |
187,071
+69,971
| +60% | +$2.25M | ﹤0.01% | 2832 |
|
|
2017
Q4 | $3.81M | Buy |
117,100
+1,119
| +1% | +$36.4K | ﹤0.01% | 3389 |
|
|
2017
Q3 | $3.67M | Buy |
115,981
+5,099
| +5% | +$161K | ﹤0.01% | 3299 |
|
|
2017
Q2 | $3.26M | Buy |
110,882
+7,251
| +7% | +$213K | ﹤0.01% | 3328 |
|
|
2017
Q1 | $2.92M | Buy |
103,631
+10,403
| +11% | +$293K | ﹤0.01% | 3460 |
|
|
2016
Q4 | $2.35M | Sell |
93,228
-8,941
| -9% | -$226K | ﹤0.01% | 3786 |
|
|
2016
Q3 | $2.94M | Sell |
102,169
-38,976
| -28% | -$1.12M | ﹤0.01% | 3172 |
|
|
2016
Q2 | $3.83M | Sell |
141,145
-29,286
| -17% | -$794K | ﹤0.01% | 2850 |
|
|
2016
Q1 | $4.65M | Sell |
170,431
-94,081
| -36% | -$2.56M | ﹤0.01% | 2602 |
|
|
2015
Q4 | $6.91M | Sell |
264,512
-5,667
| -2% | -$148K | ﹤0.01% | 2345 |
|
|
2015
Q3 | $7.02M | Sell |
270,179
-34,141
| -11% | -$887K | ﹤0.01% | 2317 |
|
|
2015
Q2 | $8.76M | Sell |
304,320
-15,715
| -5% | -$452K | ﹤0.01% | 2233 |
|
|
2015
Q1 | $9.49M | Buy |
320,035
+61,244
| +24% | +$1.82M | ﹤0.01% | 2099 |
|
|
2014
Q4 | $7.29M | Sell |
258,791
-57,609
| -18% | -$1.62M | ﹤0.01% | 2357 |
|
|
2014
Q3 | $8.96M | Sell |
316,400
-38,227
| -11% | -$1.08M | ﹤0.01% | 2128 |
|
|
2014
Q2 | $10.7M | Buy |
354,627
+30,671
| +9% | +$923K | ﹤0.01% | 1980 |
|
|
2014
Q1 | $8.97M | Sell |
323,956
-14,950
| -4% | -$414K | ﹤0.01% | 2043 |
|
|
2013
Q4 | $9.33M | Buy |
338,906
+5,860
| +2% | +$161K | ﹤0.01% | 2007 |
|
|
2013
Q3 | $9.33M | Buy |
333,046
+48,242
| +17% | +$1.35M | ﹤0.01% | 1837 |
|
|
2013
Q2 | $7.76M | Buy |
+284,804
| New | +$7.76M | ﹤0.01% | 1914 |
|