Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,503
| Closed | -$209K | – | 2811 |
|
|
2018
Q1 | $209K | Sell |
6,503
-4,092
| -39% | -$132K | ﹤0.01% | 2227 |
|
|
2017
Q4 | $345K | Sell |
10,595
-1,506
| -12% | -$49K | ﹤0.01% | 1942 |
|
|
2017
Q3 | $383K | Buy |
12,101
+172
| +1% | +$5.44K | ﹤0.01% | 1880 |
|
|
2017
Q2 | $351K | Sell |
11,929
-100
| -0.8% | -$2.94K | ﹤0.01% | 1893 |
|
|
2017
Q1 | $339K | Buy |
12,029
+336
| +3% | +$9.47K | ﹤0.01% | 1826 |
|
|
2016
Q4 | $295K | Buy |
11,693
+2,478
| +27% | +$62.5K | ﹤0.01% | 1811 |
|
|
2016
Q3 | $265K | Sell |
9,215
-1,151
| -11% | -$33.1K | ﹤0.01% | 1862 |
|
|
2016
Q2 | $281K | Buy |
10,366
+387
| +4% | +$10.5K | ﹤0.01% | 1757 |
|
|
2016
Q1 | $272K | Buy |
+9,979
| New | +$272K | ﹤0.01% | 1603 |
|