Mission Wealth Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Mission Wealth Management’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
2019 Q4	–	Sell	-17,380	Closed	-$509K	–	345
2019 Q3	$509K	Hold	17,380	–	–	0.05%	165
2019 Q2	$529K	Hold	17,380	–	–	0.06%	162
2019 Q1	$558K	Hold	17,380	–	–	0.06%	152
2018 Q4	$483K	Hold	17,380	–	–	0.06%	152
2018 Q3	$511K	Hold	17,380	–	–	0.07%	153
2018 Q2	$526K	Hold	17,380	–	–	0.08%	134
2018 Q1	$559K	Buy	17,380 +280	+2%	+$9.15K	0.09%	104
2017 Q4	$557K	Hold	17,100	–	–	0.1%	101
2017 Q3	$541K	Hold	17,100	–	–	0.1%	93
2017 Q2	$503K	Hold	17,100	–	–	0.1%	97
2017 Q1	$482K	Hold	17,100	–	–	0.09%	99
2016 Q4	$432K	Hold	17,100	–	–	0.09%	101
2016 Q3	$492K	Hold	17,100	–	–	0.12%	89
2016 Q2	$464K	Hold	17,100	–	–	0.12%	83
2016 Q1	$466K	Buy	17,100 +3,400	+25%	+$84.9K	0.13%	83
2015 Q4	$358K	Hold	13,700	–	–	0.1%	90
2015 Q3	$356K	Sell	13,700 -1,300	-9%	-$35.6K	0.11%	85
2015 Q2	$445K	Buy	+15,000	New	+$456K	0.15%	76

Other funds holding WTRE

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Mission Wealth Management's WTRE Position: Q4 2019 in Review

Mission Wealth Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2019, closing a stake of 17,380 shares — an estimated $509K sold.

Mission Wealth Management first reported a position in WTRE in Q2 2015 and held it in 18 quarters. The position peaked at $559K in Q1 2018. 43 funds tracked by Wall St. Rank hold WTRE as of Q4 2019.

Mission Wealth Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2019 after selling out during the quarter.
Mission Wealth Management sold 17,380 WisdomTree New Economy Real Estate Fund shares in Q4 2019, an estimated $509K.
Mission Wealth Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2015 and held it in 18 quarters.
Mission Wealth Management's WisdomTree New Economy Real Estate Fund position peaked at $559K in Q1 2018.
43 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2019.

Based on Mission Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.