Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-525
| Closed | -$13K | – | 2323 |
|
|
2016
Q4 | $13K | Hold |
525
| – | – | ﹤0.01% | 1550 |
|
|
2016
Q3 | $15K | Buy |
+525
| New | +$15K | ﹤0.01% | 1492 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$14K | – | 1985 |
|
|
2015
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 1137 |
|
|
2014
Q4 | $14K | Sell |
500
-525
| -51% | -$14.7K | ﹤0.01% | 1129 |
|
|
2014
Q3 | $29K | Buy |
+1,025
| New | +$29K | 0.01% | 1224 |
|