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 Q2	$25	Buy	+1	New	+$25	﹤0.01%	5493
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

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

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

JEST

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

Fidelity Investments's WTRE Position: Q2 2026 in Review

Fidelity Investments opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #5493 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in WTRE as recently as Q4 2025.

Fidelity Investments first reported a position in WTRE in Q1 2019 and has held it in 16 quarters since. The position peaked at $3K in Q4 2019. 14 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.

Fidelity Investments held 1 share of WisdomTree New Economy Real Estate Fund worth $25 as of Q2 2026.
WisdomTree New Economy Real Estate Fund was a new Fidelity Investments position in Q2 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5493 holding.
Fidelity Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2019 and has held it in 16 quarters since.
Fidelity Investments's WisdomTree New Economy Real Estate Fund position peaked at $3K in Q4 2019.
14 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.