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Flagship Harbor Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Flagship Harbor Advisors’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
2020
Q1 		– Sell
-65
Closed -$2K – 1989
2019
Q4 		$2K Hold
65
– – ﹤0.01% 1748
2019
Q3 		$1K Hold
65
– – ﹤0.01% 1796
2019
Q2 		$1K Hold
65
– – ﹤0.01% 1819
2019
Q1 		$2K Hold
65
– – ﹤0.01% 1710
2018
Q4 		$1K Hold
65
– – ﹤0.01% 1782
2018
Q3 		$2K Sell
65
-225
-78% -$6.78K ﹤0.01% 1933
2018
Q2 		$8K Buy
+290
New +$9.28K ﹤0.01% 1487

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Flagship Harbor Advisors's WTRE Position: Q1 2020 in Review

Flagship Harbor Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2020, closing a stake of 65 shares — an estimated $2K sold.

Flagship Harbor Advisors first reported a position in WTRE in Q2 2018 and held it in 7 quarters. The position peaked at $8K in Q2 2018. 41 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

  • Flagship Harbor Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 65 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $2K.
  • Flagship Harbor Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2018 and held it in 7 quarters.
  • Flagship Harbor Advisors's WisdomTree New Economy Real Estate Fund position peaked at $8K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Flagship Harbor Advisors's 13F filing for Q1 2020, filed 12 May 2020.