Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,300
| Closed | -$282K | – | 107 |
|
|
2021
Q3 | $282K | Hold |
11,300
| – | – | 0.21% | 92 |
|
|
2021
Q2 | $300K | Hold |
11,300
| – | – | 0.22% | 90 |
|
|
2021
Q1 | $300K | Buy |
+11,300
| New | +$300K | 0.24% | 89 |
|
|
2020
Q3 | – | Sell |
-10,300
| Closed | -$246K | – | 83 |
|
|
2020
Q2 | $246K | Hold |
10,300
| – | – | 0.39% | 42 |
|
|
2020
Q1 | $227K | Hold |
10,300
| – | – | 0.48% | 40 |
|
|
2019
Q4 | $323K | Buy |
+10,300
| New | +$323K | 0.51% | 42 |
|