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Cetera Advisor Networks’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Cetera Advisor Networks’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
-110
Closed -$3K – 3041
2020
Q2 		$3K Buy
+110
New +$2.56K ﹤0.01% 3173

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RT
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OCM
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Jane Street
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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
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Cetera Advisor Networks's WTRE Position: Q3 2020 in Review

Cetera Advisor Networks sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2020, closing a stake of 110 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in WTRE in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2020.

  • Cetera Advisor Networks reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 110 WisdomTree New Economy Real Estate Fund shares in Q3 2020, an estimated $3K.
  • Cetera Advisor Networks first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's WisdomTree New Economy Real Estate Fund position peaked at $3K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.