Curi Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Curi Wealth Management’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
2022 Q2	–	Sell	-417	Closed	-$9K	–	735
2022 Q1	$9K	Buy	+417	New	+$9.83K	﹤0.01%	375

Other funds holding WTRE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Curi Wealth Management's WTRE Position: Q2 2022 in Review

Curi Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2022, closing a stake of 417 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in WTRE in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2022.

Curi Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2022 after selling out during the quarter.
Curi Wealth Management sold 417 WisdomTree New Economy Real Estate Fund shares in Q2 2022, an estimated $9K.
Curi Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2022 and held it in 1 quarter.
Curi Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $9K in Q1 2022.
33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.