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 |
|