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Harbour Investments’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Harbour Investments’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
Q4 		– Sell
-66
Closed -$2K – 3734
2021
Q3 		$2K Hold
66
– – ﹤0.01% 3383
2021
Q2 		$2K Hold
66
– – ﹤0.01% 3446
2021
Q1 		$2K Buy
+66
New +$1.71K ﹤0.01% 3283

Other funds holding WTRE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments's WTRE Position: Q4 2021 in Review

Harbour Investments sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2021, closing a stake of 66 shares — an estimated $2K sold.

Harbour Investments first reported a position in WTRE in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2021.

  • Harbour Investments reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 66 WisdomTree New Economy Real Estate Fund shares in Q4 2021, an estimated $2K.
  • Harbour Investments first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's WisdomTree New Economy Real Estate Fund position peaked at $2K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.