LPL Financial
WTRE icon

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

LPL Financial’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
Q1 		$869K Buy
40,146
+18,913
+89% +$432K ﹤0.01% 4305
2025
Q4 		$452K Buy
21,233
+7,142
+51% +$159K ﹤0.01% 4803
2025
Q3 		$314K Buy
14,091
+717
+5% +$14.6K ﹤0.01% 5021
2025
Q2 		$260K Sell
13,374
-4,257
-24% -$75.8K ﹤0.01% 4878
2025
Q1 		$306K Buy
17,631
+6,990
+66% +$122K ﹤0.01% 4557
2024
Q4 		$184K Sell
10,641
-1,832
-15% -$34.2K ﹤0.01% 4843
2024
Q3 		$248K Sell
12,473
-966
-7% -$18.2K ﹤0.01% 4583
2024
Q2 		$234K Sell
13,439
-1,315
-9% -$22.8K ﹤0.01% 4450
2024
Q1 		$267K Sell
14,754
-73
-0.5% -$1.29K ﹤0.01% 4294
2023
Q4 		$271K Sell
14,827
-3,765
-20% -$61.5K ﹤0.01% 4170
2023
Q3 		$292K Buy
18,592
+1,006
+6% +$16.9K ﹤0.01% 3943
2023
Q2 		$296K Buy
17,586
+1,045
+6% +$17.6K ﹤0.01% 3862
2023
Q1 		$282K Sell
16,541
-537
-3% -$9.32K ﹤0.01% 3790
2022
Q4 		$280K Sell
17,078
-2,605
-13% -$42.1K ﹤0.01% 3695
2022
Q3 		$307K Sell
19,683
-15,705
-44% -$290K ﹤0.01% 3574
2022
Q2 		$649K Buy
35,388
+8,926
+34% +$182K ﹤0.01% 2963
2022
Q1 		$612K Buy
26,462
+4,741
+22% +$112K ﹤0.01% 3036
2021
Q4 		$530K Sell
21,721
-464
-2% -$11.6K ﹤0.01% 3230
2021
Q3 		$553K Buy
22,185
+1,988
+10% +$52.4K ﹤0.01% 3129
2021
Q2 		$535K Sell
20,197
-62
-0.3% -$1.69K ﹤0.01% 3094
2021
Q1 		$538K Buy
20,259
+589
+3% +$15.3K ﹤0.01% 2957
2020
Q4 		$504K Buy
19,670
+2,853
+17% +$72.4K ﹤0.01% 2746
2020
Q3 		$409K Sell
16,817
-1,201
-7% -$29.5K ﹤0.01% 2644
2020
Q2 		$430K Buy
18,018
+498
+3% +$11.6K ﹤0.01% 2529
2020
Q1 		$386K Buy
17,520
+1,330
+8% +$37.7K ﹤0.01% 2289
2019
Q4 		$508K Buy
16,190
+3,607
+29% +$110K ﹤0.01% 2363
2019
Q3 		$368K Buy
12,583
+3,192
+34% +$94.6K ﹤0.01% 2512
2019
Q2 		$286K Sell
9,391
-324
-3% -$10.2K ﹤0.01% 2735
2019
Q1 		$312K Sell
9,715
-35
-0.4% -$1.07K ﹤0.01% 2595
2018
Q4 		$271K Sell
9,750
-2,683
-22% -$75.4K ﹤0.01% 2548
2018
Q3 		$366K Buy
12,433
+2,889
+30% +$87K ﹤0.01% 2500
2018
Q2 		$289K Sell
9,544
-224
-2% -$7.17K ﹤0.01% 2679
2018
Q1 		$314K Sell
9,768
-49
-0.5% -$1.6K ﹤0.01% 2567
2017
Q4 		$320K Sell
9,817
-917
-9% -$29.4K ﹤0.01% 2435
2017
Q3 		$339K Buy
10,734
+217
+2% +$6.71K ﹤0.01% 2265
2017
Q2 		$309K Buy
10,517
+2,669
+34% +$78.9K ﹤0.01% 2271
2017
Q1 		$222K Sell
7,848
-16,574
-68% -$447K ﹤0.01% 2425
2016
Q4 		$619K Sell
24,422
-556
-2% -$14.8K ﹤0.01% 1554
2016
Q3 		$712K Buy
24,978
+17,112
+218% +$490K 0.01% 1444
2016
Q2 		$212K Sell
7,866
-7,591
-49% -$205K ﹤0.01% 2343
2016
Q1 		$410K Sell
15,457
-154
-1% -$3.85K ﹤0.01% 2299
2015
Q4 		$400K Buy
15,611
+6,393
+69% +$172K ﹤0.01% 2339
2015
Q3 		$248K Sell
9,218
-41,776
-82% -$1.14M ﹤0.01% 2354
2015
Q2 		$1.44M Sell
50,994
-372
-0.7% -$11.3K 0.01% 1104
2015
Q1 		$1.53M Buy
51,366
+21,296
+71% +$627K 0.01% 1073
2014
Q4 		$846K Sell
30,070
-18,352
-38% -$528K ﹤0.01% 1425
2014
Q3 		$1.36M Buy
48,422
+14
+0% +$425 0.01% 1082
2014
Q2 		$1.46M Buy
48,408
+2,275
+5% +$66.6K 0.01% 1082
2014
Q1 		$1.28M Sell
46,133
-164
-0.4% -$4.43K 0.01% 1106
2013
Q4 		$1.27M Sell
46,297
-11,088
-19% -$311K 0.01% 1093
2013
Q3 		$1.65M Sell
57,385
-1,824
-3% -$50.5K 0.01% 895
2013
Q2 		$1.61M Buy
+59,209
New +$1.8M 0.01% 834

Other funds holding WTRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's WTRE Position: Q1 2026 in Review

LPL Financial increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 89% in Q1 2026, buying an estimated $432K and bringing the position to 40,146 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

LPL Financial first reported a position in WTRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q3 2013. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • LPL Financial held 40,146 shares of WisdomTree New Economy Real Estate Fund worth $869K as of Q1 2026.
  • LPL Financial bought 18,913 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $432K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4305 holding.
  • LPL Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's WisdomTree New Economy Real Estate Fund position peaked at $1.65M in Q3 2013.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.