Mason Investment Advisory Services, Inc.
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1635007
Reston, VA
All Filings in WTRE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 WTRE | $204,520 | 11,176 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 WTRE | $345,274 | 21,978 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 WTRE | $368,323 | 21,911 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 WTRE | $368,602 | 21,657 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 WTRE | $355,391 | 21,657 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 WTRE | $338,065 | 21,657 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 WTRE | $394,873 | 21,519 | Shares | Sole | 2024-08-07 | |
| 2022-03-31 WTRE | $495,080 | 21,395 | Shares | Sole | 2024-08-07 | |
| 2021-12-31 WTRE | $520,074 | 21,332 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 WTRE | $484,085 | 19,410 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 WTRE | $490,169 | 18,490 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 WTRE | $446,588 | 16,827 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 WTRE | $430,945 | 16,801 | Shares | Sole | 2024-08-05 | |
| 2020-09-30 WTRE | $396,381 | 16,312 | Shares | Sole | 2024-08-05 | |
| 2020-06-30 WTRE | $389,041 | 16,312 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||