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James Investment Research’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

James Investment Research’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
Q1 		– Sell
-23,891
Closed -$612K – 561
2020
Q4 		$612K Buy
23,891
+2,900
+14% +$73.5K 0.06% 192
2020
Q3 		$510K Buy
20,991
+704
+3% +$17.3K 0.05% 197
2020
Q2 		$484K Sell
20,287
-7,793
-28% -$181K 0.05% 201
2020
Q1 		$619K Buy
+28,080
New +$795K 0.06% 166

Other funds holding WTRE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

James Investment Research's WTRE Position: Q1 2021 in Review

James Investment Research sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2021, closing a stake of 23,891 shares — an estimated $612K sold.

James Investment Research first reported a position in WTRE in Q1 2020 and held it in 4 quarters. The position peaked at $619K in Q1 2020. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2021.

  • James Investment Research reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 23,891 WisdomTree New Economy Real Estate Fund shares in Q1 2021, an estimated $612K.
  • James Investment Research first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2020 and held it in 4 quarters.
  • James Investment Research's WisdomTree New Economy Real Estate Fund position peaked at $619K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.