Alpha Omega Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Alpha Omega 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
2019 Q3	–	Sell	-400	Closed	-$12K	–	558
2019 Q2	$12K	Hold	400	–	–	0.01%	426
2019 Q1	$13K	Hold	400	–	–	0.01%	399
2018 Q4	$11K	Hold	400	–	–	0.01%	362
2018 Q3	$12K	Hold	400	–	–	0.01%	364
2018 Q2	$12K	Hold	400	–	–	0.01%	366
2018 Q1	$13K	Hold	400	–	–	0.01%	330
2017 Q4	$13K	Hold	400	–	–	0.01%	328
2017 Q3	$13K	Hold	400	–	–	0.01%	336
2017 Q2	$12K	Hold	400	–	–	0.01%	333
2017 Q1	$11K	Hold	400	–	–	0.01%	344
2016 Q4	$10K	Buy	+400	New	+$10.7K	0.01%	345

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

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

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

HWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

Alpha Omega Wealth Management's WTRE Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2019, closing a stake of 400 shares — an estimated $12K sold.

Alpha Omega Wealth Management first reported a position in WTRE in Q4 2016 and held it in 11 quarters. The position peaked at $13K in Q1 2019. 41 funds tracked by Wall St. Rank hold WTRE as of Q3 2019.

Alpha Omega Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 400 WisdomTree New Economy Real Estate Fund shares in Q3 2019, an estimated $12K.
Alpha Omega Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2016 and held it in 11 quarters.
Alpha Omega Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $13K in Q1 2019.
41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.