SimplyRich’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $457K | Sell |
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|
2020
Q3 | $486K | Hold |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $436K | Hold |
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|
2019
Q4 | $623K | Sell |
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|
2019
Q3 | $597K | Sell |
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|
2019
Q2 | $696K | Sell |
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|
2019
Q1 | $744K | Sell |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.25M | Buy |
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