Advisors Preferred’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Advisors Preferred’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
2020 Q1	–	Sell	-4,277	Closed	-$134K	–	273
2019 Q4	$134K	Buy	+4,277	New	+$130K	0.04%	127
2019 Q2	–	Sell	-3,222	Closed	-$103K	–	296
2019 Q1	$103K	Buy	+3,222	New	+$98.1K	0.03%	126
2016 Q4	–	Sell	-5,370	Closed	-$155K	–	269
2016 Q3	$155K	Buy	5,370 +5,287	+6,370%	+$152K	0.07%	100
2016 Q2	$2K	Sell	83 -620	-88%	-$16.7K	﹤0.01%	209
2016 Q1	$19K	Buy	+703	New	+$17.6K	0.01%	140
2015 Q2	–	Sell	-1,704	Closed	-$50.5K	–	293
2015 Q1	$50.5K	Buy	+1,704	New	+$50.2K	0.03%	136
2014 Q4	–	Sell	-787	Closed	-$22.3K	–	350
2014 Q3	$22.3K	Sell	787 -5,248	-87%	-$159K	0.01%	179
2014 Q2	$182K	Buy	+6,035	New	+$177K	0.09%	72

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

HWA

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

WIA

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Advisors Preferred's WTRE Position: Q1 2020 in Review

Advisors Preferred sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2020, closing a stake of 4,277 shares — an estimated $134K sold.

Advisors Preferred first reported a position in WTRE in Q2 2014 and held it in 8 quarters. The position peaked at $182K in Q2 2014. 42 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

Advisors Preferred reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2020 after selling out during the quarter.
Advisors Preferred sold 4,277 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $134K.
Advisors Preferred first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2014 and held it in 8 quarters.
Advisors Preferred's WisdomTree New Economy Real Estate Fund position peaked at $182K in Q2 2014.
42 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Advisors Preferred's 13F filing for Q1 2020, filed 20 Apr 2020.