Global Retirement Partners’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Global Retirement Partners’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 Q3	–	Sell	-332	Closed	-$9K	–	2072
2021 Q2	$9K	Hold	332	–	–	﹤0.01%	1417
2021 Q1	$9K	Hold	332	–	–	﹤0.01%	1336
2020 Q4	$9K	Hold	332	–	–	﹤0.01%	1304
2020 Q3	$8K	Hold	332	–	–	﹤0.01%	1219
2020 Q2	$8K	Hold	332	–	–	﹤0.01%	1184
2020 Q1	$7K	Hold	332	–	–	﹤0.01%	1145
2019 Q4	$10K	Hold	332	–	–	﹤0.01%	1160
2019 Q3	$10K	Hold	332	–	–	﹤0.01%	1131
2019 Q2	$10K	Hold	332	–	–	﹤0.01%	1121
2019 Q1	$11K	Hold	332	–	–	﹤0.01%	1039
2018 Q4	$9K	Hold	332	–	–	﹤0.01%	1021
2018 Q3	$10K	Hold	332	–	–	﹤0.01%	1045
2018 Q2	$10K	Hold	332	–	–	﹤0.01%	1007
2018 Q1	$11K	Hold	332	–	–	﹤0.01%	950
2017 Q4	$11K	Hold	332	–	–	﹤0.01%	885
2017 Q3	$10K	Sell	332 -125	-27%	-$3.87K	﹤0.01%	847
2017 Q2	$13K	Hold	457	–	–	0.01%	719
2017 Q1	$13K	Hold	457	–	–	0.01%	675
2016 Q4	$12K	Buy	+457	New	+$12.2K	0.01%	648

Other funds holding WTRE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's WTRE Position: Q3 2021 in Review

Global Retirement Partners sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2021, closing a stake of 332 shares — an estimated $9K sold.

Global Retirement Partners first reported a position in WTRE in Q4 2016 and held it in 19 quarters. The position peaked at $13K in Q2 2017. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2021.

Global Retirement Partners reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 332 WisdomTree New Economy Real Estate Fund shares in Q3 2021, an estimated $9K.
Global Retirement Partners first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2016 and held it in 19 quarters.
Global Retirement Partners's WisdomTree New Economy Real Estate Fund position peaked at $13K in Q2 2017.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.