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 Q2	–	Sell	-51	Closed	-$1.1K	–	4627
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

Advisory Services Network's WTRE Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2026, closing a stake of 51 shares — an estimated $1.1K sold.

Advisory Services Network first reported a position in WTRE in Q3 2015 and held it in 4 quarters. The position peaked at $28K in Q4 2015. 14 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 51 WisdomTree New Economy Real Estate Fund shares in Q2 2026, an estimated $1.1K.
Advisory Services Network first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2015 and held it in 4 quarters.
Advisory Services Network's WisdomTree New Economy Real Estate Fund position peaked at $28K in Q4 2015.
14 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.