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

Bartlett & Co’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 -$10K – 863
2020
Q2 		$10K Hold
400
– – ﹤0.01% 679
2020
Q1 		$9K Buy
+400
New +$11.3K ﹤0.01% 674
2019
Q3 		$12K Buy
+400
New +$11.9K ﹤0.01% 720

Other funds holding WTRE

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citadel Advisors
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
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's WTRE Position: Q3 2020 in Review

Bartlett & Co sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2020, closing a stake of 400 shares — an estimated $10K sold.

Bartlett & Co first reported a position in WTRE in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q3 2019. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2020.

  • Bartlett & Co reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co sold 400 WisdomTree New Economy Real Estate Fund shares in Q3 2020, an estimated $10K.
  • Bartlett & Co first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and held it in 3 quarters.
  • Bartlett & Co's WisdomTree New Economy Real Estate Fund position peaked at $12K in Q3 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2020.

Based on Bartlett & Co's 13F filing for Q3 2020, filed 20 Oct 2020.