Financial Gravity Asset Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-14	Closed	-$239	–	2052
2023 Q4	$239	Buy	14 +7	+100%	+$114	﹤0.01%	1216
2023 Q3	$107	Buy	+7	New	+$118	﹤0.01%	1005
2023 Q2	–	Sell	-17	Closed	-$123	–	1777
2023 Q1	$123	Buy	+17	New	+$295	﹤0.01%	672
2022 Q4	–	Sell	-16	Closed	-$112	–	1541
2022 Q3	$112	Buy	+16	New	+$296	﹤0.01%	626
2022 Q2	–	Sell	-23	Closed	-$167	–	854
2022 Q1	$167	Sell	23 -1	-4%	-$24	﹤0.01%	595
2021 Q4	$176	Buy	24 +17	+243%	+$424	﹤0.01%	639
2021 Q3	$25K	Hold	7	–	–	0.01%	758
2021 Q2	$27K	Hold	7	–	–	0.01%	744
2021 Q1	$180	Sell	7 -29	-81%	-$751	﹤0.01%	468
2020 Q4	$1K	Buy	+36	New	+$913	﹤0.01%	463
2020 Q2	–	Sell	-202	Closed	-$4.46K	–	935
2020 Q1	$4.46K	Buy	202 +131	+185%	+$3.71K	0.01%	337
2019 Q4	$31K	Buy	71 +2	+3%	+$61	0.02%	858
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	934
2019 Q2	$2K	Buy	+69	New	+$2.17K	﹤0.01%	958

Other funds holding WTRE

AWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $1.66T AUM 25.57% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Financial Gravity Asset Management's WTRE Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2024, closing a stake of 14 shares — an estimated $239 sold.

Financial Gravity Asset Management first reported a position in WTRE in Q2 2019 and held it in 14 quarters. The position peaked at $31K in Q4 2019. 17 funds tracked by Wall St. Rank hold WTRE as of Q1 2024.

Financial Gravity Asset Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 14 WisdomTree New Economy Real Estate Fund shares in Q1 2024, an estimated $239.
Financial Gravity Asset Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2019 and held it in 14 quarters.
Financial Gravity Asset Management's WisdomTree New Economy Real Estate Fund position peaked at $31K in Q4 2019.
17 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.