Cape Investment Advisory, Inc.
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1944437
MCDONOUGH, GA
All Filings in WTRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 WTRE | $7,665 | 385 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTRE | $6,650 | 382 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 WTRE | $6,881 | 380 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 WTRE | $6,935 | 379 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 WTRE | $5,922 | 377 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 WTRE | $6,303 | 375 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 WTRE | $6,297 | 370 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||