DI
WTRE icon

Disciplined Investments’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Disciplined Investments’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
Q4 		– Sell
-30
Closed -$1K – 420
2020
Q3 		$1K Hold
30
– – ﹤0.01% 397
2020
Q2 		$1K Buy
+30
New +$698 ﹤0.01% 397

Other funds holding WTRE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Disciplined Investments's WTRE Position: Q4 2020 in Review

Disciplined Investments sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Disciplined Investments first reported a position in WTRE in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 39 funds tracked by Wall St. Rank hold WTRE as of Q4 2020.

  • Disciplined Investments reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 30 WisdomTree New Economy Real Estate Fund shares in Q4 2020, an estimated $1K.
  • Disciplined Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2020 and held it in 2 quarters.
  • Disciplined Investments's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.