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Safeguard Investment Advisory Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-9
Closed – – 731
2020
Q4 		$0 Buy
+9
New +$228 ﹤0.01% 796

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Safeguard Investment Advisory Group's WTRE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2021, closing a stake of 9 shares.

Safeguard Investment Advisory Group first reported a position in WTRE in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 9 WisdomTree New Economy Real Estate Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree New Economy Real Estate Fund position peaked at $0 in Q4 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.