Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92K | Sell |
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|
2025
Q1 | $13K | Hold |
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|
2024
Q4 | $12.9K | Sell |
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|
2024
Q3 | $17.7K | Hold |
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|
2024
Q2 | $15.5K | Hold |
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|
2024
Q1 | $16.1K | Hold |
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|
2023
Q4 | $16.3K | Sell |
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|
2023
Q3 | $42.7K | Hold |
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|
2023
Q2 | $45.7K | Hold |
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|
2023
Q1 | $46.3K | Hold |
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|
2022
Q4 | $44.6K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $48.6K | Hold |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $136K | Sell |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $194K | Buy |
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