Stifel Financial’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
Q2 | – | Sell |
-9,056
| Closed | -$210K | – | 3474 |
|
|
2022
Q1 | $210K | Sell |
9,056
-726
| -7% | -$16.8K | ﹤0.01% | 3102 |
|
|
2021
Q4 | $238K | Sell |
9,782
-1,492
| -13% | -$36.3K | ﹤0.01% | 3056 |
|
|
2021
Q3 | $281K | Sell |
11,274
-809
| -7% | -$20.2K | ﹤0.01% | 2950 |
|
|
2021
Q2 | $320K | Buy |
12,083
+131
| +1% | +$3.47K | ﹤0.01% | 2860 |
|
|
2021
Q1 | $317K | Sell |
11,952
-633
| -5% | -$16.8K | ﹤0.01% | 2755 |
|
|
2020
Q4 | $323K | Sell |
12,585
-2,596
| -17% | -$66.6K | ﹤0.01% | 2555 |
|
|
2020
Q3 | $369K | Sell |
15,181
-1,502
| -9% | -$36.5K | ﹤0.01% | 2275 |
|
|
2020
Q2 | $398K | Sell |
16,683
-517
| -3% | -$12.3K | ﹤0.01% | 2185 |
|
|
2020
Q1 | $374K | Sell |
17,200
-298
| -2% | -$6.48K | ﹤0.01% | 2043 |
|
|
2019
Q4 | $545K | Sell |
17,498
-453
| -3% | -$14.1K | ﹤0.01% | 2197 |
|
|
2019
Q3 | $526K | Buy |
17,951
+577
| +3% | +$16.9K | ﹤0.01% | 2144 |
|
|
2019
Q2 | $530K | Sell |
17,374
-78
| -0.4% | -$2.38K | ﹤0.01% | 2172 |
|
|
2019
Q1 | $561K | Sell |
17,452
-305
| -2% | -$9.8K | ﹤0.01% | 1999 |
|
|
2018
Q4 | $492K | Sell |
17,757
-145
| -0.8% | -$4.02K | ﹤0.01% | 1947 |
|
|
2018
Q3 | $526K | Sell |
17,902
-585
| -3% | -$17.2K | ﹤0.01% | 2067 |
|
|
2018
Q2 | $559K | Sell |
18,487
-7
| -0% | -$212 | ﹤0.01% | 1972 |
|
|
2018
Q1 | $597K | Buy |
18,494
+426
| +2% | +$13.8K | ﹤0.01% | 1865 |
|
|
2017
Q4 | $589K | Sell |
18,068
-514
| -3% | -$16.8K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $587K | Buy |
18,582
+255
| +1% | +$8.06K | ﹤0.01% | 1788 |
|
|
2017
Q2 | $543K | Buy |
18,327
+1,854
| +11% | +$54.9K | ﹤0.01% | 1817 |
|
|
2017
Q1 | $463K | Buy |
+16,473
| New | +$463K | ﹤0.01% | 1859 |
|