MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $12K | Sell |
463
-113
| -20% | -$2.93K | ﹤0.01% | 2722 |
|
|
2016
Q3 | $17K | Buy |
576
+13
| +2% | +$384 | ﹤0.01% | 2487 |
|
|
2016
Q2 | $15K | Hold |
563
| – | – | ﹤0.01% | 2527 |
|
|
2016
Q1 | $15K | Hold |
563
| – | – | ﹤0.01% | 2502 |
|
|
2015
Q4 | $15K | Hold |
563
| – | – | ﹤0.01% | 2484 |
|
|
2015
Q3 | $15K | Hold |
563
| – | – | ﹤0.01% | 1873 |
|
|
2015
Q2 | $16K | Sell |
563
-117
| -17% | -$3.33K | ﹤0.01% | 1901 |
|
|
2015
Q1 | $20K | Buy |
680
+52
| +8% | +$1.53K | ﹤0.01% | 1808 |
|
|
2014
Q4 | $18K | Hold |
628
| – | – | ﹤0.01% | 1572 |
|
|
2014
Q3 | $18K | Hold |
628
| – | – | ﹤0.01% | 1546 |
|
|
2014
Q2 | $19K | Sell |
628
-612
| -49% | -$18.5K | ﹤0.01% | 1519 |
|
|
2014
Q1 | $34K | Sell |
1,240
-176
| -12% | -$4.83K | ﹤0.01% | 1220 |
|
|
2013
Q4 | $39K | Buy |
1,416
+788
| +125% | +$21.7K | 0.01% | 1112 |
|
|
2013
Q3 | $18K | Sell |
628
-161
| -20% | -$4.62K | ﹤0.01% | 1252 |
|
|
2013
Q2 | $22K | Buy |
+789
| New | +$22K | ﹤0.01% | 1209 |
|