SimplyRich’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,119
| Closed | -$240K | – | 166 |
|
|
2022
Q2 | $240K | Sell |
13,119
-93
| -0.7% | -$1.7K | 0.1% | 143 |
|
|
2022
Q1 | $305K | Hold |
13,212
| – | – | 0.11% | 145 |
|
|
2021
Q4 | $322K | Sell |
13,212
-2,571
| -16% | -$62.7K | 0.11% | 145 |
|
|
2021
Q3 | $393K | Buy |
+15,783
| New | +$393K | 0.14% | 123 |
|
|
2021
Q2 | – | Sell |
-15,783
| Closed | -$419K | – | 182 |
|
|
2021
Q1 | $419K | Sell |
15,783
-2,048
| -11% | -$54.4K | 0.17% | 113 |
|
|
2020
Q4 | $457K | Sell |
17,831
-2,153
| -11% | -$55.2K | 0.2% | 99 |
|
|
2020
Q3 | $486K | Hold |
19,984
| – | – | 0.24% | 89 |
|
|
2020
Q2 | $476K | Hold |
19,984
| – | – | 0.26% | 88 |
|
|
2020
Q1 | $436K | Hold |
19,984
| – | – | 0.29% | 82 |
|
|
2019
Q4 | $623K | Sell |
19,984
-533
| -3% | -$16.6K | 0.31% | 89 |
|
|
2019
Q3 | $597K | Sell |
20,517
-2,386
| -10% | -$69.4K | 0.33% | 86 |
|
|
2019
Q2 | $696K | Sell |
22,903
-251
| -1% | -$7.63K | 0.38% | 74 |
|
|
2019
Q1 | $744K | Sell |
23,154
-23,470
| -50% | -$754K | 0.61% | 46 |
|
|
2018
Q4 | $1.29M | Buy |
46,624
+862
| +2% | +$23.9K | 1.19% | 27 |
|
|
2018
Q3 | $1.35M | Buy |
45,762
+441
| +1% | +$13K | 0.73% | 41 |
|
|
2018
Q2 | $1.37M | Sell |
45,321
-8
| -0% | -$242 | 0.79% | 32 |
|
|
2018
Q1 | $1.46M | Buy |
45,329
+7,020
| +18% | +$226K | 0.81% | 33 |
|
|
2017
Q4 | $1.25M | Buy |
+38,309
| New | +$1.25M | 0.7% | 43 |
|