Advisor Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Advisor Group’s Portfolio WTRE Stock Details WTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$97K	Hold	3,114	–	–	﹤0.01%	2969
2019 Q3	$91K	Hold	3,114	–	–	﹤0.01%	2952
2019 Q2	$95K	Sell	3,114 -1,121	-26%	-$35.2K	﹤0.01%	2906
2019 Q1	$136K	Sell	4,235 -983	-19%	-$29.9K	﹤0.01%	2592
2018 Q4	$144K	Sell	5,218 -4,083	-44%	-$115K	﹤0.01%	2348
2018 Q3	$273K	Buy	9,301 +2,412	+35%	+$72.6K	﹤0.01%	1934
2018 Q2	$208K	Sell	6,889 -10,936	-61%	-$350K	﹤0.01%	1945
2018 Q1	$573K	Buy	17,825 +6,745	+61%	+$220K	0.01%	1223
2017 Q4	$361K	Buy	11,080 +1,379	+14%	+$44.2K	﹤0.01%	1557
2017 Q3	$306K	Buy	9,701 +6,593	+212%	+$204K	﹤0.01%	1519
2017 Q2	$92K	Buy	3,108 +2,209	+246%	+$65.3K	﹤0.01%	2377
2017 Q1	$25K	Sell	899 -1,690	-65%	-$45.6K	﹤0.01%	3234
2016 Q4	$65K	Hold	2,589	–	–	﹤0.01%	2403
2016 Q3	$75K	Sell	2,589 -256	-9%	-$7.34K	﹤0.01%	2223
2016 Q2	$77K	Buy	+2,845	New	+$76.8K	﹤0.01%	2111

Other funds holding WTRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Advisor Group's WTRE Position: Q4 2019 in Review

Advisor Group held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q4 2019 at 3,114 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Advisor Group first reported a position in WTRE in Q2 2016 and has held it in 15 quarters since. The position peaked at $573K in Q1 2018. 43 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

Advisor Group held 3,114 shares of WisdomTree New Economy Real Estate Fund worth $97K as of Q4 2019.
Advisor Group left its WisdomTree New Economy Real Estate Fund share count unchanged in Q4 2019.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2969 holding.
Advisor Group first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree New Economy Real Estate Fund position peaked at $573K in Q1 2018.
43 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.