Investors Asset Management of Georgia’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-897	Closed	-$14K	–	529
2022 Q3	$14K	Hold	897	–	–	0.01%	438
2022 Q2	$16K	Buy	+897	New	+$18.3K	0.01%	363

Other funds holding WTRE

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

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

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MIAS

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Investors Asset Management of Georgia's WTRE Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2022, closing a stake of 897 shares — an estimated $14K sold.

Investors Asset Management of Georgia first reported a position in WTRE in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q2 2022. 26 funds tracked by Wall St. Rank hold WTRE as of Q4 2022.

Investors Asset Management of Georgia reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 897 WisdomTree New Economy Real Estate Fund shares in Q4 2022, an estimated $14K.
Investors Asset Management of Georgia first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's WisdomTree New Economy Real Estate Fund position peaked at $16K in Q2 2022.
26 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.