Farther Finance Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Farther Finance Advisors’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
2026 Q2	$15K	Sell	598 -500	-46%	-$12.6K	﹤0.01%	4165
2026 Q1	$24K	Hold	1,098	–	–	﹤0.01%	3521
2025 Q4	$23.4K	Hold	1,098	–	–	﹤0.01%	3338
2025 Q3	$24.4K	Hold	1,098	–	–	﹤0.01%	2903
2025 Q2	$21.4K	Hold	1,098	–	–	﹤0.01%	2637
2025 Q1	$19.1K	Buy	+1,098	New	+$19.2K	﹤0.01%	2409

Other funds holding WTRE

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Farther Finance Advisors's WTRE Position: Q2 2026 in Review

Farther Finance Advisors reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 46% in Q2 2026, selling an estimated $12.6K and leaving 598 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4165.

Farther Finance Advisors first reported a position in WTRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.4K in Q3 2025. 2 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.

Farther Finance Advisors held 598 shares of WisdomTree New Economy Real Estate Fund worth $15K as of Q2 2026.
Farther Finance Advisors sold 500 WisdomTree New Economy Real Estate Fund shares in Q2 2026, an estimated $12.6K.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4165 holding.
Farther Finance Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's WisdomTree New Economy Real Estate Fund position peaked at $24.4K in Q3 2025.
2 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.