Orion Portfolio Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,307
| Closed | -$284K | – | 1622 |
|
|
2022
Q4 | $284K | Buy |
+17,307
| New | +$284K | 0.01% | 681 |
|
|
2021
Q1 | – | Sell |
-9,979
| Closed | -$256K | – | 570 |
|
|
2020
Q4 | $256K | Buy |
9,979
+226
| +2% | +$5.8K | 0.01% | 430 |
|
|
2020
Q3 | $237K | Buy |
9,753
+2,653
| +37% | +$64.5K | 0.01% | 390 |
|
|
2020
Q2 | $169K | Sell |
7,100
-10,937
| -61% | -$260K | 0.01% | 438 |
|
|
2020
Q1 | $398K | Buy |
+18,037
| New | +$398K | 0.03% | 227 |
|