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Bay Harbor Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-32
Closed -$1K – 433
2020
Q4 		$1K Buy
+32
New +$812 ﹤0.01% 407

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Bay Harbor Wealth Management's WTRE Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2021, closing a stake of 32 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in WTRE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 32 WisdomTree New Economy Real Estate Fund shares in Q1 2021, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.