Ameritas Investment Company’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-217	Closed	-$5.76K	–	2092
2021 Q1	$5.76K	Buy	+217	New	+$5.62K	﹤0.01%	1673
2019 Q2	–	Sell	-1,324	Closed	-$43K	–	885
2019 Q1	$43K	Sell	1,324 -991	-43%	-$30.2K	0.01%	451
2018 Q4	$64K	Buy	+2,315	New	+$65.1K	0.01%	521

Other funds holding WTRE

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

HWA

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Company's WTRE Position: Q2 2021 in Review

Ameritas Investment Company sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2021, closing a stake of 217 shares — an estimated $5.76K sold.

Ameritas Investment Company first reported a position in WTRE in Q4 2018 and held it in 3 quarters. The position peaked at $64K in Q4 2018. 36 funds tracked by Wall St. Rank hold WTRE as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 217 WisdomTree New Economy Real Estate Fund shares in Q2 2021, an estimated $5.76K.
Ameritas Investment Company first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's WisdomTree New Economy Real Estate Fund position peaked at $64K in Q4 2018.
36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.