Endowment Wealth Management, Inc.
EndowmentPosition in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1904477
APPLETON, WI
All Filings in WTRE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 WTRE | $282,701 | 17,995 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 WTRE | $319,474 | 19,005 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 WTRE | $330,613 | 19,425 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 WTRE | $524,742 | 31,977 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 WTRE | $620,325 | 39,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 WTRE | $580,777 | 31,650 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 WTRE | $634,776 | 27,432 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 WTRE | $572,905 | 23,499 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||