Glen Eagle Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Glen Eagle 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
2026 Q2	$2.5K	Hold	100	–	–	﹤0.01%	868
2026 Q1	$2.17K	Hold	100	–	–	﹤0.01%	844
2025 Q4	$2.13K	Hold	100	–	–	﹤0.01%	879
2025 Q3	$2.23K	Hold	100	–	–	﹤0.01%	886
2025 Q2	$1.95K	Hold	100	–	–	﹤0.01%	848
2025 Q1	$1.73K	Hold	100	–	–	﹤0.01%	861
2024 Q4	$1.72K	Sell	100 -75	-43%	-$1.4K	﹤0.01%	888
2024 Q3	$3.48K	Hold	175	–	–	﹤0.01%	826
2024 Q2	$3.05K	Hold	175	–	–	﹤0.01%	834
2024 Q1	$3.17K	Hold	175	–	–	﹤0.01%	848
2023 Q4	$3.2K	Hold	175	–	–	﹤0.01%	802
2023 Q3	$2.75K	Buy	+175	New	+$2.95K	﹤0.01%	813

Other funds holding WTRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

Glen Eagle Advisors's WTRE Position: Q2 2026 in Review

Glen Eagle Advisors held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q2 2026 at 100 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Glen Eagle Advisors first reported a position in WTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.48K in Q3 2024. 14 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.

Glen Eagle Advisors held 100 shares of WisdomTree New Economy Real Estate Fund worth $2.5K as of Q2 2026.
Glen Eagle Advisors 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 Glen Eagle Advisors's portfolio in Q2 2026, its #868 holding.
Glen Eagle Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2023 and has held it in 12 quarters since.
Glen Eagle Advisors's WisdomTree New Economy Real Estate Fund position peaked at $3.48K in Q3 2024.
14 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.