JTC Employer Solutions Trustee’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

JTC Employer Solutions Trustee’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
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMCM

Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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. 14 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.
14 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.