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

Fidelity 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
2026 Q1	–	Sell	-5	Closed	-$106	–	5579
2025 Q4	$106	Buy	5 +4	+400%	+$89	﹤0.01%	5243
2025 Q3	$22	Hold	1	–	–	﹤0.01%	5315
2025 Q2	$19	Buy	+1	New	+$18	﹤0.01%	5271
2025 Q1	–	Sell	-1	Closed	-$17	–	5714
2024 Q4	$17	Hold	1	–	–	﹤0.01%	5396
2024 Q3	$20	Buy	+1	New	+$19	﹤0.01%	5362
2022 Q3	–	Sell	-1	Closed	–	–	5462
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5540
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5537
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4994
2021 Q3	$0	Hold	1	–	–	﹤0.01%	5114
2021 Q2	$0	Hold	1	–	–	﹤0.01%	4953
2021 Q1	$0	Sell	1 -1	-50%	-$26	﹤0.01%	4599
2020 Q4	$0	Buy	+2	New	+$51	﹤0.01%	4333
2020 Q1	–	Sell	-81	Closed	-$3K	–	4317
2019 Q4	$3K	Buy	81 +80	+8,000%	+$2.44K	﹤0.01%	3525
2019 Q3	$0	Buy	+1	New	+$30	﹤0.01%	4274
2019 Q2	–	Sell	-1	Closed	–	–	4225
2019 Q1	$0	Buy	+1	New	+$30	﹤0.01%	4275

Other funds holding WTRE

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Fidelity Investments's WTRE Position: Q1 2026 in Review

Fidelity Investments sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026, closing a stake of 5 shares — an estimated $106 sold.

Fidelity Investments first reported a position in WTRE in Q1 2019 and held it in 15 quarters. The position peaked at $3K in Q4 2019. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Fidelity Investments reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 5 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $106.
Fidelity Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2019 and held it in 15 quarters.
Fidelity Investments's WisdomTree New Economy Real Estate Fund position peaked at $3K in Q4 2019.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.