Clear Street’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Clear Street’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
2023 Q1	–	Sell	-403	Closed	-$7K	–	1271
2022 Q4	$7K	Buy	+403	New	+$6.52K	﹤0.01%	586

Other funds holding WTRE

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

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

AWM

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MIAS

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Street's WTRE Position: Q1 2023 in Review

Clear Street sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2023, closing a stake of 403 shares — an estimated $7K sold.

Clear Street first reported a position in WTRE in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 21 funds tracked by Wall St. Rank hold WTRE as of Q1 2023.

Clear Street reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2023 after selling out during the quarter.
Clear Street sold 403 WisdomTree New Economy Real Estate Fund shares in Q1 2023, an estimated $7K.
Clear Street first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2022 and held it in 1 quarter.
Clear Street's WisdomTree New Economy Real Estate Fund position peaked at $7K in Q4 2022.
21 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2023.

Based on Clear Street's 13F filing for Q1 2023, filed 12 May 2023.