Capital Analysts LLC’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-315	Closed	-$8K	–	1036
2021 Q2	$8K	Hold	315	–	–	﹤0.01%	780
2021 Q1	$8K	Sell	315 -2,690	-90%	-$69.7K	﹤0.01%	832
2020 Q4	$77K	Sell	3,005 -630	-17%	-$16K	0.01%	355
2020 Q3	$88K	Buy	3,635 +300	+9%	+$7.37K	0.01%	332
2020 Q2	$80K	Buy	3,335 +1,035	+45%	+$24.1K	0.01%	302
2020 Q1	$51K	Hold	2,300	–	–	0.01%	335
2019 Q4	$72K	Hold	2,300	–	–	0.01%	346
2019 Q3	$67K	Hold	2,300	–	–	0.01%	341
2019 Q2	$70K	Hold	2,300	–	–	0.01%	323
2019 Q1	$73K	Sell	2,300 -200	-8%	-$6.09K	0.01%	302
2018 Q4	$69K	Buy	+2,500	New	+$70.3K	0.01%	270

Other funds holding WTRE

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Capital Analysts LLC's WTRE Position: Q3 2021 in Review

Capital Analysts LLC sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2021, closing a stake of 315 shares — an estimated $8K sold.

Capital Analysts LLC first reported a position in WTRE in Q4 2018 and held it in 11 quarters. The position peaked at $88K in Q3 2020. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2021.

Capital Analysts LLC reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2021 after selling out during the quarter.
Capital Analysts LLC sold 315 WisdomTree New Economy Real Estate Fund shares in Q3 2021, an estimated $8K.
Capital Analysts LLC first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2018 and held it in 11 quarters.
Capital Analysts LLC's WisdomTree New Economy Real Estate Fund position peaked at $88K in Q3 2020.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2021.

Based on Capital Analysts LLC's 13F filing for Q3 2021, filed 4 Nov 2021.