GPS Wealth Strategies Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-298	Closed	-$6.64K	–	1594
2025 Q3	$6.64K	Buy	298 +1	+0.3%	+$20	﹤0.01%	1195
2025 Q2	$5.79K	Buy	297 +2	+0.7%	+$36	﹤0.01%	1164
2025 Q1	$5.12K	Hold	295	–	–	﹤0.01%	1148
2024 Q4	$5.1K	Buy	295 +2	+0.7%	+$37	﹤0.01%	1087
2024 Q3	$5.83K	Buy	+293	New	+$5.53K	﹤0.01%	1063

Other funds holding WTRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

AWM

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

Virtu Financial New York $2.41B AUM 48.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

GPS Wealth Strategies Group's WTRE Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2025, closing a stake of 298 shares — an estimated $6.64K sold.

GPS Wealth Strategies Group first reported a position in WTRE in Q3 2024 and held it in 5 quarters. The position peaked at $6.64K in Q3 2025. 16 funds tracked by Wall St. Rank hold WTRE as of Q4 2025.

GPS Wealth Strategies Group reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 298 WisdomTree New Economy Real Estate Fund shares in Q4 2025, an estimated $6.64K.
GPS Wealth Strategies Group first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's WisdomTree New Economy Real Estate Fund position peaked at $6.64K in Q3 2025.
16 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.