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Freedom Investment Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Freedom Investment Management’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
2021
Q1 		– Sell
-15,896
Closed -$408K – 914
2020
Q4 		$408K Sell
15,896
-2,377
-13% -$60.3K 0.04% 392
2020
Q3 		$444K Sell
18,273
-2,772
-13% -$68.1K 0.05% 311
2020
Q2 		$502K Buy
21,045
+3,778
+22% +$87.9K 0.05% 277
2020
Q1 		$521K Buy
+17,267
New +$489K 0.05% 338
2018
Q1 		– Sell
-54,621
Closed -$1.78M – 1225
2017
Q4 		$1.78M Buy
54,621
+754
+1% +$24.2K 0.09% 179
2017
Q3 		$1.7M Buy
53,867
+2,219
+4% +$68.6K 0.09% 171
2017
Q2 		$1.52M Sell
51,648
-192
-0.4% -$5.67K 0.09% 182
2017
Q1 		$1.46M Buy
51,840
+3,805
+8% +$103K 0.09% 196
2016
Q4 		$1.21M Sell
48,035
-1,799
-4% -$47.9K 0.08% 196
2016
Q3 		$1.44M Buy
49,834
+2,621
+6% +$75.1K 0.09% 151
2016
Q2 		$1.28M Buy
47,213
+1,881
+4% +$50.8K 0.09% 164
2016
Q1 		$1.24M Sell
45,332
-195
-0.4% -$4.87K 0.09% 167
2015
Q4 		$1.19M Buy
45,527
+18,266
+67% +$492K 0.09% 184
2015
Q3 		$1.08M Sell
27,261
-15,460
-36% -$423K 0.11% 145
2015
Q2 		$1.23M Sell
42,721
-816
-2% -$24.8K 0.13% 119
2015
Q1 		$1.29M Sell
43,537
-1,455
-3% -$42.8K 0.14% 103
2014
Q4 		$1.27M Buy
44,992
+1,817
+4% +$52.3K 0.16% 93
2014
Q3 		$1.22M Buy
43,175
+13,028
+43% +$395K 0.22% 79
2014
Q2 		$907K Buy
30,147
+151
+0.5% +$4.42K 0.15% 105
2014
Q1 		$830K Sell
29,996
-40,701
-58% -$1.1M 0.18% 94
2013
Q4 		$1.95M Buy
70,697
+14,562
+26% +$409K 0.48% 26
2013
Q3 		$1.57M Buy
56,135
+14,397
+34% +$398K 0.45% 31
2013
Q2 		$1.14M Buy
+41,738
New +$1.27M 0.39% 46

Other funds holding WTRE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's WTRE Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2021, closing a stake of 15,896 shares — an estimated $408K sold.

Freedom Investment Management first reported a position in WTRE in Q2 2013 and held it in 23 quarters. The position peaked at $1.95M in Q4 2013. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2021.

  • Freedom Investment Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 15,896 WisdomTree New Economy Real Estate Fund shares in Q1 2021, an estimated $408K.
  • Freedom Investment Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 23 quarters.
  • Freedom Investment Management's WisdomTree New Economy Real Estate Fund position peaked at $1.95M in Q4 2013.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.