Flow Traders U.S.’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Flow Traders U.S.’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
2026 Q1	–	Sell	-25,475	Closed	-$542K	–	1331
2025 Q4	$542K	Buy	+25,475	New	+$569K	0.02%	551
2025 Q3	–	Sell	-10,010	Closed	-$195K	–	1287
2025 Q2	$195K	Sell	10,010 -19,619	-66%	-$349K	0.01%	853
2025 Q1	$513K	Buy	29,629 +14,993	+102%	+$262K	0.02%	591
2024 Q4	$252K	Sell	14,636 -31,819	-68%	-$593K	0.01%	809
2024 Q3	$925K	Buy	+46,455	New	+$877K	0.05%	398
2023 Q2	–	Sell	-17,493	Closed	-$298K	–	1123
2023 Q1	$298K	Buy	17,493 +523	+3%	+$9.07K	0.01%	614
2022 Q4	$278K	Buy	+16,970	New	+$275K	0.01%	559

Other funds holding WTRE

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Flow Traders U.S.'s WTRE Position: Q1 2026 in Review

Flow Traders U.S. sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026, closing a stake of 25,475 shares — an estimated $542K sold.

Flow Traders U.S. first reported a position in WTRE in Q4 2022 and held it in 7 quarters. The position peaked at $925K in Q3 2024. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Flow Traders U.S. reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2026 after selling out during the quarter.
Flow Traders U.S. sold 25,475 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $542K.
Flow Traders U.S. first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2022 and held it in 7 quarters.
Flow Traders U.S.'s WisdomTree New Economy Real Estate Fund position peaked at $925K in Q3 2024.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Flow Traders U.S.'s 13F filing for Q1 2026, filed 15 May 2026.