AWM
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AE Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

AE Wealth Management’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 		$298K Sell
13,754
-924
-6% -$21.1K ﹤0.01% 1381
2025
Q4 		$312K Sell
14,678
-920
-6% -$20.5K ﹤0.01% 1291
2025
Q3 		$347K Sell
15,598
-6,559
-30% -$133K ﹤0.01% 1120
2025
Q2 		$431K Sell
22,157
-1,222
-5% -$21.8K ﹤0.01% 979
2025
Q1 		$405K Sell
23,379
-1,777
-7% -$31.1K ﹤0.01% 979
2024
Q4 		$434K Buy
25,156
+233
+0.9% +$4.34K ﹤0.01% 950
2024
Q3 		$496K Buy
24,923
+182
+0.7% +$3.43K ﹤0.01% 888
2024
Q2 		$431K Sell
24,741
-1,299
-5% -$22.5K ﹤0.01% 922
2024
Q1 		$472K Buy
26,040
+3
+0% +$53 0.01% 838
2023
Q4 		$459K Sell
26,037
-2,603
-9% -$42.5K ﹤0.01% 1483
2023
Q3 		$450K Buy
28,640
+1,524
+6% +$25.7K ﹤0.01% 1435
2023
Q2 		$456K Sell
27,116
-1,474
-5% -$24.8K ﹤0.01% 1441
2023
Q1 		$487K Sell
28,590
-3,145
-10% -$54.6K ﹤0.01% 1365
2022
Q4 		$521K Sell
31,735
-49,675
-61% -$804K ﹤0.01% 1300
2022
Q3 		$1.27M Buy
81,410
+38,434
+89% +$711K 0.01% 857
2022
Q2 		$789K Buy
42,976
+2,305
+6% +$47K 0.01% 975
2022
Q1 		$941K Buy
40,671
+2,642
+7% +$62.3K 0.01% 940
2021
Q4 		$927K Buy
38,029
+11,495
+43% +$287K 0.01% 952
2021
Q3 		$662K Buy
26,534
+6,801
+34% +$179K 0.01% 1036
2021
Q2 		$523K Buy
19,733
+5,094
+35% +$139K ﹤0.01% 1126
2021
Q1 		$389K Buy
14,639
+769
+6% +$19.9K ﹤0.01% 1145
2020
Q4 		$356K Buy
13,870
+528
+4% +$13.4K ﹤0.01% 1074
2020
Q3 		$324K Sell
13,342
-5,060
-27% -$124K ﹤0.01% 1019
2020
Q2 		$439K Buy
18,402
+2,437
+15% +$56.7K 0.01% 921
2020
Q1 		$352K Buy
15,965
+1,936
+14% +$54.8K 0.01% 830
2019
Q4 		$440K Buy
14,029
+4,390
+46% +$134K 0.01% 777
2019
Q3 		$282K Buy
+9,639
New +$286K 0.01% 812

Other funds holding WTRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AE Wealth Management's WTRE Position: Q1 2026 in Review

AE Wealth Management reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 6.3% in Q1 2026, selling an estimated $21.1K and leaving 13,754 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

AE Wealth Management first reported a position in WTRE in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q3 2022. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • AE Wealth Management held 13,754 shares of WisdomTree New Economy Real Estate Fund worth $298K as of Q1 2026.
  • AE Wealth Management sold 924 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $21.1K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1381 holding.
  • AE Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and has held it in 27 quarters since.
  • AE Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $1.27M in Q3 2022.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.