National Planning Corporation’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
Q1 | – | Sell |
-34,413
| Closed | -$822K | – | 735 |
|
|
2015
Q4 | $822K | Buy |
34,413
+1,549
| +5% | +$37K | 0.07% | 285 |
|
|
2015
Q3 | $905K | Buy |
32,864
+1,643
| +5% | +$45.2K | 0.08% | 229 |
|
|
2015
Q2 | $879K | Buy |
+31,221
| New | +$879K | 0.08% | 241 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$2.84K | – | 2060 |
|
|
2014
Q4 | $2.84K | Buy |
+100
| New | +$2.84K | ﹤0.01% | 2504 |
|