Simplicity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,003
| Closed | -$334K | – | 990 |
|
|
2020
Q4 | $334K | Sell |
13,003
-28
| -0.2% | -$719 | 0.01% | 762 |
|
|
2020
Q3 | $317K | Sell |
13,031
-3,138
| -19% | -$76.3K | 0.01% | 712 |
|
|
2020
Q2 | $386K | Buy |
16,169
+495
| +3% | +$11.8K | 0.01% | 680 |
|
|
2020
Q1 | $346K | Buy |
15,674
+2,145
| +16% | +$47.4K | 0.01% | 577 |
|
|
2019
Q4 | $424K | Buy |
13,529
+4,114
| +44% | +$129K | 0.01% | 587 |
|
|
2019
Q3 | $276K | Buy |
+9,415
| New | +$276K | 0.01% | 578 |
|