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Personal Financial Consultants’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Personal Financial Consultants’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,044
Closed -$207K – 48
2018
Q3 		$207K Buy
+7,044
New +$212K 0.15% 40

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Personal Financial Consultants's WTRE Position: Q4 2018 in Review

Personal Financial Consultants sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2018, closing a stake of 7,044 shares — an estimated $207K sold.

Personal Financial Consultants first reported a position in WTRE in Q3 2018 and held it in 1 quarter. The position peaked at $207K in Q3 2018. 38 funds tracked by Wall St. Rank hold WTRE as of Q4 2018.

  • Personal Financial Consultants reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 7,044 WisdomTree New Economy Real Estate Fund shares in Q4 2018, an estimated $207K.
  • Personal Financial Consultants first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's WisdomTree New Economy Real Estate Fund position peaked at $207K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.