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American Portfolios Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

American Portfolios Advisors’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
2018
Q1 		– Sell
-1,607
Closed -$52.3K – 2407
2017
Q4 		$52.3K Buy
+1,607
New +$51.5K 0.01% 975

Other funds holding WTRE

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's WTRE Position: Q1 2018 in Review

American Portfolios Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2018, closing a stake of 1,607 shares — an estimated $52.3K sold.

American Portfolios Advisors first reported a position in WTRE in Q4 2017 and held it in 1 quarter. The position peaked at $52.3K in Q4 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q1 2018.

  • American Portfolios Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 1,607 WisdomTree New Economy Real Estate Fund shares in Q1 2018, an estimated $52.3K.
  • American Portfolios Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2017 and held it in 1 quarter.
  • American Portfolios Advisors's WisdomTree New Economy Real Estate Fund position peaked at $52.3K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2018.

Based on American Portfolios Advisors's 13F filing for Q1 2018, filed 24 Mar 2023.