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

First Command Financial 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
2023 Q2	$588	Hold	35	–	–	﹤0.01%	405
2023 Q1	$596	Hold	35	–	–	﹤0.01%	369
2022 Q4	$1K	Hold	35	–	–	﹤0.01%	387
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	386
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	438
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	413
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	435
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	443
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	430
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	436
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	362
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	327
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	309
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	337
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	357
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	379
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	404
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	409
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	420
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	374
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	392
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	437
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	406
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	400
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	404
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	373
2016 Q4	$1K	Buy	+35	New	+$932	﹤0.01%	382

Other funds holding WTRE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 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

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

First Command Financial Services's WTRE Position: Q2 2023 in Review

First Command Financial Services held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q2 2023 at 35 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #405.

First Command Financial Services first reported a position in WTRE in Q4 2016 and has held it in 27 quarters since. The position peaked at $1K in Q4 2022. 21 funds tracked by Wall St. Rank hold WTRE as of Q2 2023.

First Command Financial Services held 35 shares of WisdomTree New Economy Real Estate Fund worth $588 as of Q2 2023.
First Command Financial Services left its WisdomTree New Economy Real Estate Fund share count unchanged in Q2 2023.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #405 holding.
First Command Financial Services first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q4 2022.
21 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.