Cambridge Investment Research Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Cambridge Investment Research Advisors’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 Q4	–	Sell	-25,482	Closed	-$619K	–	2791
2020 Q3	$619K	Sell	25,482 -12,896	-34%	-$317K	﹤0.01%	1468
2020 Q2	$915K	Sell	38,378 -14,238	-27%	-$331K	0.01%	1173
2020 Q1	$1.16M	Buy	52,616 +2,900	+6%	+$82.1K	0.01%	899
2019 Q4	$1.56M	Buy	49,716 +2,838	+6%	+$86.4K	0.01%	914
2019 Q3	$1.37M	Buy	46,878 +1,893	+4%	+$56.1K	0.01%	910
2019 Q2	$1.37M	Sell	44,985 -4,532	-9%	-$142K	0.01%	885
2019 Q1	$1.59M	Sell	49,517 -4,898	-9%	-$149K	0.02%	812
2018 Q4	$1.51M	Buy	54,415 +33,674	+162%	+$947K	0.02%	740
2018 Q3	$610K	Buy	20,741 +908	+5%	+$27.3K	0.01%	1332
2018 Q2	$600K	Buy	19,833 +1,984	+11%	+$63.5K	0.01%	1309
2018 Q1	$574K	Buy	17,849 +2,707	+18%	+$88.4K	0.01%	1267
2017 Q4	$493K	Sell	15,142 -1,320	-8%	-$42.3K	0.01%	1332
2017 Q3	$520K	Sell	16,462 -2,768	-14%	-$85.6K	0.01%	1234
2017 Q2	$566K	Sell	19,230 -5,645	-23%	-$167K	0.01%	1122
2017 Q1	$701K	Sell	24,875 -17,759	-42%	-$479K	0.01%	901
2016 Q4	$1.08M	Sell	42,634 -30,999	-42%	-$826K	0.02%	636
2016 Q3	$2.12M	Sell	73,633 -7,542	-9%	-$216K	0.04%	414
2016 Q2	$2.2M	Sell	81,175 -5,949	-7%	-$161K	0.05%	361
2016 Q1	$2.38M	Sell	87,124 -1,626	-2%	-$40.6K	0.05%	315
2015 Q4	$2.32M	Buy	88,750 +1,625	+2%	+$43.8K	0.05%	315
2015 Q3	$2.26M	Buy	87,125 +5,075	+6%	+$139K	0.07%	283
2015 Q2	$2.36M	Sell	82,050 -4,309	-5%	-$131K	0.07%	282
2015 Q1	$2.56M	Buy	86,359 +2,655	+3%	+$78.2K	0.07%	261
2014 Q4	$2.36M	Buy	83,704 +1,097	+1%	+$31.6K	0.07%	264
2014 Q3	$2.34M	Buy	82,607 +6,004	+8%	+$182K	0.07%	280
2014 Q2	$2.3M	Sell	76,603 -1,811	-2%	-$53K	0.08%	250
2014 Q1	$2.17M	Buy	78,414 +3,097	+4%	+$83.7K	0.08%	233
2013 Q4	$2.07M	Sell	75,317 -505,895	-87%	-$14.2M	0.08%	227
2013 Q3	$16.3M	Buy	581,212 +506,710	+680%	+$14M	0.71%	27
2013 Q2	$2.03M	Buy	+74,502	New	+$2.27M	0.1%	197

Other funds holding WTRE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

SAM

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIA

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

Cambridge Investment Research Advisors's WTRE Position: Q4 2020 in Review

Cambridge Investment Research Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2020, closing a stake of 25,482 shares — an estimated $619K sold.

Cambridge Investment Research Advisors first reported a position in WTRE in Q2 2013 and held it in 30 quarters. The position peaked at $16.3M in Q3 2013. 39 funds tracked by Wall St. Rank hold WTRE as of Q4 2020.

Cambridge Investment Research Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2020 after selling out during the quarter.
Cambridge Investment Research Advisors sold 25,482 WisdomTree New Economy Real Estate Fund shares in Q4 2020, an estimated $619K.
Cambridge Investment Research Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 30 quarters.
Cambridge Investment Research Advisors's WisdomTree New Economy Real Estate Fund position peaked at $16.3M in Q3 2013.
39 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.