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Institute for Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-2,282
Closed -$72K – 681
2019
Q4 		$72K Buy
+2,282
New +$69.5K 0.02% 495

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Institute for Wealth Management's WTRE Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2020, closing a stake of 2,282 shares — an estimated $72K sold.

Institute for Wealth Management first reported a position in WTRE in Q4 2019 and held it in 1 quarter. The position peaked at $72K in Q4 2019. 42 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,282 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $72K.
  • Institute for Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $72K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.