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 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	$1.73K	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 $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

Glen Eagle Advisors's WTRE Position: Q1 2026 in Review

Glen Eagle Advisors held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q1 2026 at 100 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Glen Eagle Advisors first reported a position in WTRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.48K in Q3 2024. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Glen Eagle Advisors held 100 shares of WisdomTree New Economy Real Estate Fund worth $2.17K as of Q1 2026.
Glen Eagle Advisors left its WisdomTree New Economy Real Estate Fund share count unchanged in Q1 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #844 holding.
Glen Eagle Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2023 and has held it in 11 quarters since.
Glen Eagle Advisors's WisdomTree New Economy Real Estate Fund position peaked at $3.48K in Q3 2024.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.