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BFC Planning, Inc.’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

BFC Planning, Inc.’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
Q2 		$24.4K Hold
973
– – ﹤0.01% 1915
2026
Q1 		$21.1K Buy
+973
New +$22.2K ﹤0.01% 1690

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BFC Planning, Inc.'s WTRE Position: Q2 2026 in Review

BFC Planning, Inc. held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q2 2026 at 973 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

BFC Planning, Inc. first reported a position in WTRE in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.

  • BFC Planning, Inc. held 973 shares of WisdomTree New Economy Real Estate Fund worth $24.4K as of Q2 2026.
  • BFC Planning, Inc. left its WisdomTree New Economy Real Estate Fund share count unchanged in Q2 2026.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1915 holding.
  • BFC Planning, Inc. first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.