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	-7	Closed	-$132	–	1330
2023 Q4	$132	Buy	+7	New	+$114	﹤0.01%	1072
2021 Q3	$25K	Hold	7	–	–	0.01%	758
2021 Q2	$27K	Buy	+7	New	+$191	0.01%	744
2020 Q4	$1K	Buy	+36	New	+$913	﹤0.01%	463
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 $21.5B AUM 26.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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 7 shares — an estimated $132 sold.

Financial Gravity Asset Management first reported a position in WTRE in Q2 2019 and held it in 7 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 7 WisdomTree New Economy Real Estate Fund shares in Q1 2024, an estimated $132.
Financial Gravity Asset Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2019 and held it in 7 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.