Wealthstreet Investment 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
Q2 | – | Sell |
-28,937
| Closed | -$768K | – | 328 |
|
|
2021
Q1 | $768K | Buy |
28,937
+1,820
| +7% | +$48.3K | 0.07% | 200 |
|
|
2020
Q4 | $695K | Buy |
27,117
+356
| +1% | +$9.12K | 0.07% | 204 |
|
|
2020
Q3 | $650K | Sell |
26,761
-1,620
| -6% | -$39.3K | 0.07% | 192 |
|
|
2020
Q2 | $677K | Sell |
28,381
-545
| -2% | -$13K | 0.08% | 175 |
|
|
2020
Q1 | $638K | Sell |
28,926
-3,521
| -11% | -$77.7K | 0.09% | 160 |
|
|
2019
Q4 | $1.02M | Buy |
32,447
+23,000
| +243% | +$721K | 0.12% | 152 |
|
|
2019
Q3 | $286K | Sell |
9,447
-21,426
| -69% | -$649K | 0.04% | 288 |
|
|
2019
Q2 | $939K | Sell |
30,873
-301
| -1% | -$9.16K | 0.12% | 154 |
|
|
2019
Q1 | $1M | Buy |
31,174
+1,352
| +5% | +$43.4K | 0.13% | 143 |
|
|
2018
Q4 | $900K | Sell |
29,822
-4,447
| -13% | -$134K | 0.13% | 145 |
|
|
2018
Q3 | $1.01M | Buy |
34,269
+54
| +0.2% | +$1.59K | 0.12% | 154 |
|
|
2018
Q2 | $1.04M | Sell |
34,215
-2,769
| -7% | -$83.8K | 0.14% | 147 |
|
|
2018
Q1 | $1.19M | Sell |
36,984
-1,236
| -3% | -$39.8K | 0.15% | 138 |
|
|
2017
Q4 | $1.24M | Buy |
+38,220
| New | +$1.24M | 0.15% | 136 |
|