Laurel Wealth Advisors (California)’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Laurel Wealth Advisors (California)’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 Q3	–	Sell	-36,082	Closed	-$662K	–	678
2022 Q2	$662K	Sell	36,082 -26,925	-43%	-$549K	0.07%	294
2022 Q1	$1.46M	Buy	63,007 +819	+1%	+$19.3K	0.12%	182
2021 Q4	$1.52M	Buy	+62,188	New	+$1.55M	0.12%	175

Other funds holding WTRE

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

MIAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WTRE Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 36,082 shares — an estimated $662K sold.

Laurel Wealth Advisors (California) first reported a position in WTRE in Q4 2021 and held it in 3 quarters. The position peaked at $1.52M in Q4 2021. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

Laurel Wealth Advisors (California) reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 36,082 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $662K.
Laurel Wealth Advisors (California) first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2021 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s WisdomTree New Economy Real Estate Fund position peaked at $1.52M in Q4 2021.
25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.