Jones Financial Companies
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Jones Financial Companies’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-608
Closed -$11.7K – 4392
2025
Q2 		$11.7K Buy
+608
New +$10.8K ﹤0.01% 2811

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Jones Financial Companies's WTRE Position: Q3 2025 in Review

Jones Financial Companies sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2025, closing a stake of 608 shares — an estimated $11.7K sold.

Jones Financial Companies first reported a position in WTRE in Q2 2025 and held it in 1 quarter. The position peaked at $11.7K in Q2 2025. 20 funds tracked by Wall St. Rank hold WTRE as of Q3 2025.

  • Jones Financial Companies reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 608 WisdomTree New Economy Real Estate Fund shares in Q3 2025, an estimated $11.7K.
  • Jones Financial Companies first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's WisdomTree New Economy Real Estate Fund position peaked at $11.7K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.