Creative Planning
WTRE icon

Creative Planning’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Creative Planning’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
2019
Q2 		– Sell
-6,568
Closed -$211K – 2134
2019
Q1 		$211K Sell
6,568
-774
-11% -$23.6K ﹤0.01% 1552
2018
Q4 		$204K Sell
7,342
-10,247
-58% -$288K ﹤0.01% 1478
2018
Q3 		$517K Sell
17,589
-1,448
-8% -$43.6K ﹤0.01% 1057
2018
Q2 		$576K Sell
19,037
-709
-4% -$22.7K ﹤0.01% 997
2018
Q1 		$635K Sell
19,746
-1,240
-6% -$40.5K ﹤0.01% 961
2017
Q4 		$683K Sell
20,986
-217
-1% -$6.96K ﹤0.01% 902
2017
Q3 		$670K Buy
21,203
+1,773
+9% +$54.8K ﹤0.01% 901
2017
Q2 		$572K Sell
19,430
-171
-0.9% -$5.05K ﹤0.01% 957
2017
Q1 		$553K Buy
19,601
+857
+5% +$23.1K ﹤0.01% 938
2016
Q4 		$473K Buy
18,744
+1,197
+7% +$31.9K ﹤0.01% 950
2016
Q3 		$505K Sell
17,547
-4,167
-19% -$119K ﹤0.01% 887
2016
Q2 		$589K Buy
21,714
+388
+2% +$10.5K ﹤0.01% 709
2016
Q1 		$581K Buy
21,326
+2,914
+16% +$72.8K ﹤0.01% 695
2015
Q4 		$481K Buy
18,412
+797
+5% +$21.5K ﹤0.01% 776
2015
Q3 		$458K Buy
17,615
+3,773
+27% +$103K ﹤0.01% 775
2015
Q2 		$398K Buy
13,842
+687
+5% +$20.9K ﹤0.01% 726
2015
Q1 		$390K Buy
13,155
+41
+0.3% +$1.21K ﹤0.01% 847
2014
Q4 		$369K Buy
13,114
+9,518
+265% +$274K ﹤0.01% 830
2014
Q3 		$102K Buy
3,596
+1,263
+54% +$38.3K ﹤0.01% 1463
2014
Q2 		$70K Buy
2,333
+106
+5% +$3.1K ﹤0.01% 1660
2014
Q1 		$62K Buy
2,227
+599
+37% +$16.2K ﹤0.01% 1669
2013
Q4 		$45K Sell
1,628
-216
-12% -$6.06K ﹤0.01% 1677
2013
Q3 		$52K Buy
1,844
+1,211
+191% +$33.5K ﹤0.01% 1485
2013
Q2 		$17K Buy
+633
New +$19.2K ﹤0.01% 2028

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Creative Planning's WTRE Position: Q2 2019 in Review

Creative Planning sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2019, closing a stake of 6,568 shares — an estimated $211K sold.

Creative Planning first reported a position in WTRE in Q2 2013 and held it in 24 quarters. The position peaked at $683K in Q4 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q2 2019.

  • Creative Planning reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2019 after selling out during the quarter.
  • Creative Planning sold 6,568 WisdomTree New Economy Real Estate Fund shares in Q2 2019, an estimated $211K.
  • Creative Planning first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 24 quarters.
  • Creative Planning's WisdomTree New Economy Real Estate Fund position peaked at $683K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.