JTC Employer Solutions Trustee’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $145K | Hold |
5,800
| – | – | 0.01% | 178 |
|
|
2026
Q1 | $126K | Hold |
5,800
| – | – | 0.01% | 193 |
|
|
2025
Q4 | $123K | Hold |
5,800
| – | – | 0.01% | 198 |
|
|
2025
Q3 | $129K | Hold |
5,800
| – | – | 0.01% | 192 |
|
|
2025
Q2 | $113K | Hold |
5,800
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $100K | Hold |
5,800
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $100K | Hold |
5,800
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $115K | Hold |
5,800
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $101K | Hold |
5,800
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $104K | Hold |
5,800
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $107K | Hold |
5,800
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $91K | Hold |
5,800
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $97K | Hold |
5,800
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $99K | Hold |
5,800
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $95K | Hold |
5,800
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $90K | Hold |
5,800
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $106K | Hold |
5,800
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $134K | Hold |
5,800
| – | – | 0.01% | 141 |
|
|
2021
Q4 | $141K | Hold |
5,800
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $144K | Hold |
5,800
| – | – | 0.02% | 137 |
|
|
2021
Q2 | $153K | Buy |
+5,800
| New | +$158K | 0.02% | 124 |
|
Other funds holding WTRE
JTC Employer Solutions Trustee's WTRE Position: Q2 2026 in Review
JTC Employer Solutions Trustee held its WisdomTree New Economy Real Estate Fund (WTRE) position steady in Q2 2026 at 5,800 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #178.
JTC Employer Solutions Trustee first reported a position in WTRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $153K in Q2 2021. 2 funds tracked by Wall St. Rank hold WTRE as of Q2 2026.
- JTC Employer Solutions Trustee held 5,800 shares of WisdomTree New Economy Real Estate Fund worth $145K as of Q2 2026.
- JTC Employer Solutions Trustee left its WisdomTree New Economy Real Estate Fund share count unchanged in Q2 2026.
- WisdomTree New Economy Real Estate Fund made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #178 holding.
- JTC Employer Solutions Trustee first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2021 and has held it in 21 quarters since.
- JTC Employer Solutions Trustee's WisdomTree New Economy Real Estate Fund position peaked at $153K in Q2 2021.
- 2 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2026.
Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.