Newport Capital Group’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
2022
Q2
Sell
-13,082
Closed -$303K 59
2022
Q1
$303K Buy
13,082
+2,520
+24% +$58.4K 0.23% 45
2021
Q4
$257K Buy
10,562
+296
+3% +$7.2K 0.19% 53
2021
Q3
$256K Sell
10,266
-335
-3% -$8.35K 0.2% 51
2021
Q2
$281K Buy
10,601
+1,590
+18% +$42.1K 0.22% 49
2021
Q1
$239K Buy
9,011
+334
+4% +$8.86K 0.2% 56
2020
Q4
$223K Buy
+8,677
New +$223K 0.19% 60