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Sowell Financial Services’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-940
Closed -$28K – 2673
2019
Q3 		$28K Buy
+940
New +$27.9K ﹤0.01% 1180

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Sowell Financial Services's WTRE Position: Q4 2019 in Review

Sowell Financial Services sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2019, closing a stake of 940 shares — an estimated $28K sold.

Sowell Financial Services first reported a position in WTRE in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 43 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

  • Sowell Financial Services reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 940 WisdomTree New Economy Real Estate Fund shares in Q4 2019, an estimated $28K.
  • Sowell Financial Services first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's WisdomTree New Economy Real Estate Fund position peaked at $28K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.