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Authentikos Wealth Advisory’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-348
Closed -$5.47K – 608
2023
Q3 		$5.47K Buy
+348
New +$5.86K 0.01% 296

Other funds holding WTRE

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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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Authentikos Wealth Advisory's WTRE Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2023, closing a stake of 348 shares — an estimated $5.47K sold.

Authentikos Wealth Advisory first reported a position in WTRE in Q3 2023 and held it in 1 quarter. The position peaked at $5.47K in Q3 2023. 21 funds tracked by Wall St. Rank hold WTRE as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 348 WisdomTree New Economy Real Estate Fund shares in Q4 2023, an estimated $5.47K.
  • Authentikos Wealth Advisory first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's WisdomTree New Economy Real Estate Fund position peaked at $5.47K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.