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International Assets Investment Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-1,000
Closed -$17.4K – 2652
2024
Q2 		$17.4K Buy
+1,000
New +$17.3K ﹤0.01% 1512

Other funds holding WTRE

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

International Assets Investment Management's WTRE Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2024, closing a stake of 1,000 shares — an estimated $17.4K sold.

International Assets Investment Management first reported a position in WTRE in Q2 2024 and held it in 1 quarter. The position peaked at $17.4K in Q2 2024. 21 funds tracked by Wall St. Rank hold WTRE as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,000 WisdomTree New Economy Real Estate Fund shares in Q3 2024, an estimated $17.4K.
  • International Assets Investment Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's WisdomTree New Economy Real Estate Fund position peaked at $17.4K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.