Carson Wealth (CWM LLC)’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Carson Wealth (CWM 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
2026 Q1	$8.38K	Hold	387	–	–	﹤0.01%	4845
2025 Q4	$8K	Hold	387	–	–	﹤0.01%	4673
2025 Q3	$9K	Hold	387	–	–	﹤0.01%	4542
2025 Q2	$8K	Hold	387	–	–	﹤0.01%	4415
2025 Q1	$7K	Buy	+387	New	+$6.77K	﹤0.01%	4325

Other funds holding WTRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

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

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WTRE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q1 2026 at 387 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4845.

Carson Wealth (CWM LLC) first reported a position in WTRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $9K in Q3 2025. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Carson Wealth (CWM LLC) held 387 shares of WisdomTree New Economy Real Estate Fund worth $8.38K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree New Economy Real Estate Fund share count unchanged in Q1 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4845 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree New Economy Real Estate Fund position peaked at $9K in Q3 2025.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.