Advisornet Financial’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-15,660	Closed	-$382K	–	2239
2021 Q4	$382K	Sell	15,660 -1,500	-9%	-$37.4K	0.02%	447
2021 Q3	$428K	Sell	17,160 -2,170	-11%	-$57.2K	0.03%	395
2021 Q2	$512K	Buy	19,330 +400	+2%	+$10.9K	0.03%	377
2021 Q1	$502K	Sell	18,930 -1,570	-8%	-$40.7K	0.04%	364
2020 Q4	$526K	Sell	20,500 -200	-1%	-$5.07K	0.04%	329
2020 Q3	$503K	Hold	20,700	–	–	0.04%	333
2020 Q2	$494K	Sell	20,700 -500	-2%	-$11.6K	0.04%	341
2020 Q1	$467K	Sell	21,200 -500	-2%	-$14.2K	0.04%	324
2019 Q4	$680K	Buy	+21,700	New	+$661K	0.06%	286

Other funds holding WTRE

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

BCI

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

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

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's WTRE Position: Q1 2022 in Review

Advisornet Financial sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2022, closing a stake of 15,660 shares — an estimated $382K sold.

Advisornet Financial first reported a position in WTRE in Q4 2019 and held it in 9 quarters. The position peaked at $680K in Q4 2019. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2022.

Advisornet Financial reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 15,660 WisdomTree New Economy Real Estate Fund shares in Q1 2022, an estimated $382K.
Advisornet Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and held it in 9 quarters.
Advisornet Financial's WisdomTree New Economy Real Estate Fund position peaked at $680K in Q4 2019.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.