Mason Investment Advisory Services’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Mason Investment Advisory Services’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
2024 Q1	–	Sell	-11,176	Closed	-$204K	–	69
2023 Q4	$204K	Sell	11,176 -10,802	-49%	-$176K	0.02%	63
2023 Q3	$345K	Buy	21,978 +67	+0.3%	+$1.13K	0.03%	48
2023 Q2	$368K	Buy	21,911 +254	+1%	+$4.27K	0.03%	41
2023 Q1	$369K	Hold	21,657	–	–	0.03%	37
2022 Q4	$355K	Hold	21,657	–	–	0.04%	57
2022 Q3	$338K	Buy	21,657 +138	+0.6%	+$2.55K	0.04%	54
2022 Q2	$395K	Buy	21,519 +124	+0.6%	+$2.53K	0.04%	43
2022 Q1	$495K	Buy	21,395 +63	+0.3%	+$1.49K	0.04%	71
2021 Q4	$520K	Buy	21,332 +1,922	+10%	+$48K	0.04%	67
2021 Q3	$484K	Buy	19,410 +920	+5%	+$24.2K	0.05%	63
2021 Q2	$490K	Buy	18,490 +1,663	+10%	+$45.3K	0.05%	62
2021 Q1	$447K	Buy	16,827 +26	+0.2%	+$674	0.05%	64
2020 Q4	$431K	Buy	16,801 +489	+3%	+$12.4K	0.05%	64
2020 Q3	$396K	Hold	16,312	–	–	0.06%	61
2020 Q2	$389K	Buy	+16,312	New	+$380K	0.06%	63

Other funds holding WTRE

AWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Mason Investment Advisory Services's WTRE Position: Q1 2024 in Review

Mason Investment Advisory Services sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2024, closing a stake of 11,176 shares — an estimated $204K sold.

Mason Investment Advisory Services first reported a position in WTRE in Q2 2020 and held it in 15 quarters. The position peaked at $520K in Q4 2021. 17 funds tracked by Wall St. Rank hold WTRE as of Q1 2024.

Mason Investment Advisory Services reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2024 after selling out during the quarter.
Mason Investment Advisory Services sold 11,176 WisdomTree New Economy Real Estate Fund shares in Q1 2024, an estimated $204K.
Mason Investment Advisory Services first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2020 and held it in 15 quarters.
Mason Investment Advisory Services's WisdomTree New Economy Real Estate Fund position peaked at $520K in Q4 2021.
17 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2024.

Based on Mason Investment Advisory Services's 13F filing for Q1 2024, filed 13 May 2024.