Bank of America
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Bank of America’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Bank of America’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
2026
Q1 		$633K Sell
29,230
-2,439
-8% -$55.7K ﹤0.01% 4770
2025
Q4 		$674K Sell
31,669
-1,219
-4% -$27.2K ﹤0.01% 4744
2025
Q3 		$732K Buy
32,888
+14,698
+81% +$298K ﹤0.01% 5534
2025
Q2 		$354K Buy
18,190
+1,344
+8% +$23.9K ﹤0.01% 5894
2025
Q1 		$292K Buy
16,846
+626
+4% +$10.9K ﹤0.01% 5964
2024
Q4 		$280K Buy
16,220
+195
+1% +$3.64K ﹤0.01% 5933
2024
Q3 		$319K Sell
16,025
-153
-0.9% -$2.89K ﹤0.01% 5758
2024
Q2 		$282K Sell
16,178
-877
-5% -$15.2K ﹤0.01% 5702
2024
Q1 		$309K Buy
17,055
+7,563
+80% +$134K ﹤0.01% 5638
2023
Q4 		$174K Sell
9,492
-8,396
-47% -$137K ﹤0.01% 6142
2023
Q3 		$281K Buy
17,888
+1,882
+12% +$31.7K ﹤0.01% 5697
2023
Q2 		$269K Sell
16,006
-173
-1% -$2.91K ﹤0.01% 5636
2023
Q1 		$275K Buy
16,179
+328
+2% +$5.69K ﹤0.01% 5755
2022
Q4 		$260K Sell
15,851
-217
-1% -$3.51K ﹤0.01% 5775
2022
Q3 		$251K Buy
16,068
+6,010
+60% +$111K ﹤0.01% 5847
2022
Q2 		$185K Buy
10,058
+5,477
+120% +$112K ﹤0.01% 6149
2022
Q1 		$106K Buy
4,581
+1,628
+55% +$38.4K ﹤0.01% 6834
2021
Q4 		$72K Sell
2,953
-1,483
-33% -$37K ﹤0.01% 7039
2021
Q3 		$111K Sell
4,436
-11
-0.2% -$290 ﹤0.01% 6667
2021
Q2 		$118K Buy
4,447
+199
+5% +$5.42K ﹤0.01% 6427
2021
Q1 		$113K Buy
4,248
+395
+10% +$10.2K ﹤0.01% 6335
2020
Q4 		$99K Sell
3,853
-5,073
-57% -$129K ﹤0.01% 5996
2020
Q3 		$217K Sell
8,926
-277
-3% -$6.8K ﹤0.01% 5251
2020
Q2 		$220K Sell
9,203
-2,324
-20% -$54.1K ﹤0.01% 5180
2020
Q1 		$254K Sell
11,527
-5,905
-34% -$167K ﹤0.01% 4943
2019
Q4 		$546K Sell
17,432
-8
-0% -$244 ﹤0.01% 4959
2019
Q3 		$510K Sell
17,440
-13,748
-44% -$407K ﹤0.01% 5072
2019
Q2 		$949K Buy
31,188
+6,212
+25% +$195K ﹤0.01% 4603
2019
Q1 		$802K Sell
24,976
-2,437
-9% -$74.2K ﹤0.01% 4686
2018
Q4 		$761K Buy
27,413
+3,956
+17% +$111K ﹤0.01% 4618
2018
Q3 		$690K Buy
23,457
+1,523
+7% +$45.9K ﹤0.01% 4741
2018
Q2 		$664K Sell
21,934
-64
-0.3% -$2.05K ﹤0.01% 4728
2018
Q1 		$708K Buy
21,998
+5,983
+37% +$195K ﹤0.01% 4607
2017
Q4 		$521K Sell
16,015
-1,273
-7% -$40.8K ﹤0.01% 4916
2017
Q3 		$547K Buy
17,288
+314
+2% +$9.71K ﹤0.01% 4896
2017
Q2 		$500K Buy
16,974
+6,809
+67% +$201K ﹤0.01% 4891
2017
Q1 		$286K Sell
10,165
-628
-6% -$17K ﹤0.01% 5154
2016
Q4 		$272K Sell
10,793
-1,357
-11% -$36.1K ﹤0.01% 5171
2016
Q3 		$349K Buy
12,150
+56
+0.5% +$1.6K ﹤0.01% 4857
2016
Q2 		$328K Sell
12,094
-7,305
-38% -$197K ﹤0.01% 4937
2016
Q1 		$528K Sell
19,399
-10,544
-35% -$263K ﹤0.01% 4563
2015
Q4 		$782K Sell
29,943
-102,183
-77% -$2.75M ﹤0.01% 4521
2015
Q3 		$3.43M Sell
132,126
-79,801
-38% -$2.18M ﹤0.01% 3245
2015
Q2 		$6.1M Sell
211,927
-18,331
-8% -$557K ﹤0.01% 2393
2015
Q1 		$6.83M Buy
230,258
+18,391
+9% +$541K ﹤0.01% 2196
2014
Q4 		$5.96M Buy
211,867
+148,970
+237% +$4.29M ﹤0.01% 2389
2014
Q3 		$1.78M Sell
62,897
-72,066
-53% -$2.19M ﹤0.01% 3497
2014
Q2 		$4.06M Buy
134,963
+5,359
+4% +$157K ﹤0.01% 2743
2014
Q1 		$3.59M Sell
129,604
-100,015
-44% -$2.7M ﹤0.01% 2695
2013
Q4 		$6.32M Buy
229,619
+17,989
+9% +$505K ﹤0.01% 2266
2013
Q3 		$5.93M Buy
211,630
+88,556
+72% +$2.45M ﹤0.01% 2245
2013
Q2 		$3.35M Buy
+123,074
New +$3.74M ﹤0.01% 2659

Other funds holding WTRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America's WTRE Position: Q1 2026 in Review

Bank of America reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 7.7% in Q1 2026, selling an estimated $55.7K and leaving 29,230 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #4770.

Bank of America first reported a position in WTRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.83M in Q1 2015. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • Bank of America held 29,230 shares of WisdomTree New Economy Real Estate Fund worth $633K as of Q1 2026.
  • Bank of America sold 2,439 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $55.7K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4770 holding.
  • Bank of America first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's WisdomTree New Economy Real Estate Fund position peaked at $6.83M in Q1 2015.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.