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	–	2001
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 New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return