Bartlett & Co Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Bartlett & Co Wealth Management’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
2020 Q3	–	Sell	-400	Closed	-$9.54K	–	872
2020 Q2	$9.54K	Hold	400	–	–	﹤0.01%	683
2020 Q1	$8.82K	Hold	400	–	–	﹤0.01%	672
2019 Q4	$12.5K	Hold	400	–	–	﹤0.01%	704
2019 Q3	$11.7K	Buy	+400	New	+$11.9K	﹤0.01%	718

Other funds holding WTRE

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Bartlett & Co Wealth Management's WTRE Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2020, closing a stake of 400 shares — an estimated $9.54K sold.

Bartlett & Co Wealth Management first reported a position in WTRE in Q3 2019 and held it in 4 quarters. The position peaked at $12.5K in Q4 2019. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2020.

Bartlett & Co Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 400 WisdomTree New Economy Real Estate Fund shares in Q3 2020, an estimated $9.54K.
Bartlett & Co Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and held it in 4 quarters.
Bartlett & Co Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $12.5K in Q4 2019.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.