Continuum Advisory’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Continuum Advisory’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
2025 Q1	–	Sell	-1	Closed	-$17	–	1959
2024 Q4	$17	Hold	1	–	–	﹤0.01%	1844
2024 Q3	$18	Hold	1	–	–	﹤0.01%	1906
2024 Q2	$17	Hold	1	–	–	﹤0.01%	1701
2024 Q1	$17	Buy	+1	New	+$18	﹤0.01%	1695
2021 Q2	–	Sell	-7,724	Closed	-$211K	–	276
2021 Q1	$211K	Sell	7,724 -919	-11%	-$23.8K	0.09%	162
2020 Q4	$222K	Buy	8,643 +389	+5%	+$9.87K	0.1%	147
2020 Q3	$203K	Buy	+8,254	New	+$203K	0.11%	141

Other funds holding WTRE

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Advisory's WTRE Position: Q1 2025 in Review

Continuum Advisory sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2025, closing a stake of 1 share — an estimated $17 sold.

Continuum Advisory first reported a position in WTRE in Q3 2020 and held it in 7 quarters. The position peaked at $222K in Q4 2020. 22 funds tracked by Wall St. Rank hold WTRE as of Q1 2025.

Continuum Advisory reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 1 WisdomTree New Economy Real Estate Fund share in Q1 2025, an estimated $17.
Continuum Advisory first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2020 and held it in 7 quarters.
Continuum Advisory's WisdomTree New Economy Real Estate Fund position peaked at $222K in Q4 2020.
22 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.