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AlphaCore Capital’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

AlphaCore Capital’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
2021
Q4 		– Sell
-2,796
Closed -$70K – 134
2021
Q3 		$70K Buy
+2,796
New +$73.7K 0.04% 74
2020
Q3 		– Sell
-2,588
Closed -$62K – 77
2020
Q2 		$62K Hold
2,588
– – 0.06% 42
2020
Q1 		$57K Hold
2,588
– – 0.04% 102
2019
Q4 		$81K Buy
+2,588
New +$78.8K 0.05% 83

Other funds holding WTRE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaCore Capital's WTRE Position: Q4 2021 in Review

AlphaCore Capital sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2021, closing a stake of 2,796 shares — an estimated $70K sold.

AlphaCore Capital first reported a position in WTRE in Q4 2019 and held it in 4 quarters. The position peaked at $81K in Q4 2019. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2021.

  • AlphaCore Capital reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2021 after selling out during the quarter.
  • AlphaCore Capital sold 2,796 WisdomTree New Economy Real Estate Fund shares in Q4 2021, an estimated $70K.
  • AlphaCore Capital first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and held it in 4 quarters.
  • AlphaCore Capital's WisdomTree New Economy Real Estate Fund position peaked at $81K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2021.

Based on AlphaCore Capital's 13F filing for Q4 2021, filed 14 Feb 2022.