HHM Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

HHM Wealth 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
2022 Q3	–	Sell	-17,938	Closed	-$329K	–	822
2022 Q2	$329K	Hold	17,938	–	–	0.08%	84
2022 Q1	$415K	Sell	17,938 -1,730	-9%	-$40.8K	0.1%	83
2021 Q4	$480K	Sell	19,668 -6,265	-24%	-$156K	0.12%	71
2021 Q3	$647K	Sell	25,933 -150	-0.6%	-$3.95K	0.18%	56
2021 Q2	$691K	Buy	26,083 +905	+4%	+$24.7K	0.19%	53
2021 Q1	$668K	Sell	25,178 -4,208	-14%	-$109K	0.21%	46
2020 Q4	$754K	Sell	29,386 -2,987	-9%	-$75.8K	0.26%	33
2020 Q3	$787K	Sell	32,373 -4,060	-11%	-$99.7K	0.31%	29
2020 Q2	$869K	Sell	36,433 -6,685	-16%	-$156K	0.36%	26
2020 Q1	$951K	Sell	43,118 -5,484	-11%	-$155K	0.46%	23
2019 Q4	$1.52M	Sell	48,602 -600	-1%	-$18.3K	0.73%	20
2019 Q3	$1.44M	Sell	49,202 -1,365	-3%	-$40.4K	0.82%	16
2019 Q2	$1.54M	Sell	50,567 -434	-0.9%	-$13.6K	0.91%	15
2019 Q1	$1.64M	Sell	51,001 -9,437	-16%	-$287K	1.05%	15
2018 Q4	$1.68M	Buy	+60,438	New	+$1.7M	1.23%	14

Other funds holding WTRE

BCI

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

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

AWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MIAS

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

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

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

HHM Wealth Advisors's WTRE Position: Q3 2022 in Review

HHM Wealth Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 17,938 shares — an estimated $329K sold.

HHM Wealth Advisors first reported a position in WTRE in Q4 2018 and held it in 15 quarters. The position peaked at $1.68M in Q4 2018. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

HHM Wealth Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 17,938 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $329K.
HHM Wealth Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2018 and held it in 15 quarters.
HHM Wealth Advisors's WisdomTree New Economy Real Estate Fund position peaked at $1.68M in Q4 2018.
25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.