Advisory Services Network’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Advisory Services Network’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
2026 Q1	$1.1K	Buy	+51	New	+$1.17K	﹤0.01%	4288
2025 Q4	–	Sell	-51	Closed	-$1.13K	–	4251
2025 Q3	$1.13K	Buy	+51	New	+$1.03K	﹤0.01%	3908
2016 Q1	–	Sell	-1,078	Closed	-$28K	–	1793
2015 Q4	$28K	Buy	1,078 +298	+38%	+$8.03K	0.01%	733
2015 Q3	$20K	Buy	+780	New	+$21.3K	0.01%	750

Other funds holding WTRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Advisory Services Network's WTRE Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026: 51 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #4288 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WTRE as recently as Q3 2025.

Advisory Services Network first reported a position in WTRE in Q3 2015 and has held it in 4 quarters since. The position peaked at $28K in Q4 2015. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Advisory Services Network held 51 shares of WisdomTree New Economy Real Estate Fund worth $1.1K as of Q1 2026.
WisdomTree New Economy Real Estate Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4288 holding.
Advisory Services Network first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2015 and has held it in 4 quarters since.
Advisory Services Network's WisdomTree New Economy Real Estate Fund position peaked at $28K in Q4 2015.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.