Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92K | Sell |
150
-600
| -80% | -$11.7K | ﹤0.01% | 3650 |
|
|
2025
Q1 | $13K | Hold |
750
| – | – | ﹤0.01% | 2980 |
|
|
2024
Q4 | $12.9K | Sell |
750
-140
| -16% | -$2.42K | ﹤0.01% | 2991 |
|
|
2024
Q3 | $17.7K | Hold |
890
| – | – | ﹤0.01% | 2710 |
|
|
2024
Q2 | $15.5K | Hold |
890
| – | – | ﹤0.01% | 2624 |
|
|
2024
Q1 | $16.1K | Hold |
890
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q4 | $16.3K | Sell |
890
-1,830
| -67% | -$33.5K | ﹤0.01% | 2498 |
|
|
2023
Q3 | $42.7K | Hold |
2,720
| – | – | ﹤0.01% | 1977 |
|
|
2023
Q2 | $45.7K | Hold |
2,720
| – | – | ﹤0.01% | 1926 |
|
|
2023
Q1 | $46.3K | Hold |
2,720
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q4 | $44.6K | Hold |
2,720
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q3 | $42K | Hold |
2,720
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q2 | $50K | Hold |
2,720
| – | – | ﹤0.01% | 1815 |
|
|
2022
Q1 | $63K | Hold |
2,720
| – | – | ﹤0.01% | 1806 |
|
|
2021
Q4 | $66K | Buy |
2,720
+890
| +49% | +$21.6K | ﹤0.01% | 1774 |
|
|
2021
Q3 | $46K | Hold |
1,830
| – | – | ﹤0.01% | 1954 |
|
|
2021
Q2 | $49K | Hold |
1,830
| – | – | ﹤0.01% | 3490 |
|
|
2021
Q1 | $48.6K | Hold |
1,830
| – | – | ﹤0.01% | 2000 |
|
|
2020
Q4 | $47K | Hold |
1,830
| – | – | ﹤0.01% | 1703 |
|
|
2020
Q3 | $44K | Sell |
1,830
-3,861
| -68% | -$92.8K | ﹤0.01% | 1557 |
|
|
2020
Q2 | $136K | Sell |
5,691
-3,787
| -40% | -$90.5K | ﹤0.01% | 1015 |
|
|
2020
Q1 | $208K | Sell |
9,478
-2,359
| -20% | -$51.8K | 0.01% | 779 |
|
|
2019
Q4 | $371K | Buy |
11,837
+1,505
| +15% | +$47.2K | 0.01% | 707 |
|
|
2019
Q3 | $302K | Buy |
10,332
+1,451
| +16% | +$42.4K | 0.01% | 726 |
|
|
2019
Q2 | $270K | Sell |
8,881
-2,834
| -24% | -$86.2K | 0.01% | 724 |
|
|
2019
Q1 | $376K | Sell |
11,715
-400
| -3% | -$12.8K | 0.02% | 581 |
|
|
2018
Q4 | $336K | Buy |
12,115
+5,515
| +84% | +$153K | 0.02% | 579 |
|
|
2018
Q3 | $194K | Buy |
+6,600
| New | +$194K | 0.01% | 731 |
|