First Command Advisory Services’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

First Command Advisory Services’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
2025 Q1	–	Sell	-35	Closed	-$604	–	649
2024 Q4	$604	Hold	35	–	–	﹤0.01%	429
2024 Q3	$697	Hold	35	–	–	﹤0.01%	443
2024 Q2	$609	Sell	35 -136	-80%	-$2.35K	﹤0.01%	476
2024 Q1	$23.1K	Buy	171 +136	+389%	+$2.4K	﹤0.01%	311
2023 Q4	$640	Hold	35	–	–	﹤0.01%	455
2023 Q3	$550	Buy	+35	New	+$589	﹤0.01%	442

Other funds holding WTRE

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AWM

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Command Advisory Services's WTRE Position: Q1 2025 in Review

First Command Advisory Services sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2025, closing a stake of 35 shares — an estimated $604 sold.

First Command Advisory Services first reported a position in WTRE in Q3 2023 and held it in 6 quarters. The position peaked at $23.1K in Q1 2024. 22 funds tracked by Wall St. Rank hold WTRE as of Q1 2025.

First Command Advisory Services reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2025 after selling out during the quarter.
First Command Advisory Services sold 35 WisdomTree New Economy Real Estate Fund shares in Q1 2025, an estimated $604.
First Command Advisory Services first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2023 and held it in 6 quarters.
First Command Advisory Services's WisdomTree New Economy Real Estate Fund position peaked at $23.1K in Q1 2024.
22 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2025.

Based on First Command Advisory Services's 13F filing for Q1 2025, filed 2 May 2025.