Morgan Stanley
WTRE icon

Morgan Stanley’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Morgan Stanley’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 		$59K Buy
2,724
+346
+15% +$7.91K ﹤0.01% 6360
2025
Q4 		$50.6K Sell
2,378
-798
-25% -$17.8K ﹤0.01% 6429
2025
Q3 		$70.7K Buy
3,176
+1
+0% +$20 ﹤0.01% 6286
2025
Q2 		$61.8K Sell
3,175
-54
-2% -$961 ﹤0.01% 6288
2025
Q1 		$56K Sell
3,229
-69
-2% -$1.21K ﹤0.01% 6233
2024
Q4 		$56.9K Sell
3,298
-774
-19% -$14.4K ﹤0.01% 6249
2024
Q3 		$81.1K Sell
4,072
-21
-0.5% -$396 ﹤0.01% 6075
2024
Q2 		$71.3K Sell
4,093
-797
-16% -$13.8K ﹤0.01% 6071
2024
Q1 		$88.6K Sell
4,890
-4,904
-50% -$86.6K ﹤0.01% 6042
2023
Q4 		$179K Buy
9,794
+4,895
+100% +$79.9K ﹤0.01% 5984
2023
Q3 		$77K Sell
4,899
-1,562
-24% -$26.3K ﹤0.01% 5996
2023
Q2 		$109K Sell
6,461
-98
-1% -$1.65K ﹤0.01% 5916
2023
Q1 		$112K Sell
6,559
-2,855
-30% -$49.5K ﹤0.01% 5962
2022
Q4 		$154K Buy
9,414
+295
+3% +$4.77K ﹤0.01% 5774
2022
Q3 		$142K Sell
9,119
-1,153
-11% -$21.3K ﹤0.01% 5900
2022
Q2 		$188K Sell
10,272
-3,139
-23% -$64K ﹤0.01% 5933
2022
Q1 		$310K Sell
13,411
-9,501
-41% -$224K ﹤0.01% 5673
2021
Q4 		$559K Sell
22,912
-23,555
-51% -$588K ﹤0.01% 5474
2021
Q3 		$1.16M Sell
46,467
-4,686
-9% -$124K ﹤0.01% 4960
2021
Q2 		$1.36M Sell
51,153
-17,697
-26% -$482K ﹤0.01% 4911
2021
Q1 		$1.83M Buy
68,850
+3,955
+6% +$102K ﹤0.01% 4321
2020
Q4 		$1.66M Sell
64,895
-28,683
-31% -$727K ﹤0.01% 4308
2020
Q3 		$2.27M Sell
93,578
-71,821
-43% -$1.76M ﹤0.01% 3547
2020
Q2 		$3.94M Sell
165,399
-86,111
-34% -$2M ﹤0.01% 2912
2020
Q1 		$5.55M Sell
251,510
-12,441
-5% -$352K ﹤0.01% 2357
2019
Q4 		$8.28M Buy
263,951
+15,702
+6% +$478K ﹤0.01% 2630
2019
Q3 		$7.27M Buy
248,249
+3,911
+2% +$116K ﹤0.01% 2458
2019
Q2 		$7.43M Buy
244,338
+2,070
+0.9% +$65K ﹤0.01% 2480
2019
Q1 		$7.78M Sell
242,268
-6,458
-3% -$197K ﹤0.01% 2287
2018
Q4 		$6.91M Buy
248,726
+40,488
+19% +$1.14M ﹤0.01% 2522
2018
Q3 		$6.13M Buy
208,238
+39,575
+23% +$1.19M ﹤0.01% 2970
2018
Q2 		$5.1M Sell
168,663
-18,408
-10% -$589K ﹤0.01% 3120
2018
Q1 		$6.02M Buy
187,071
+69,971
+60% +$2.29M ﹤0.01% 2832
2017
Q4 		$3.81M Buy
117,100
+1,119
+1% +$35.9K ﹤0.01% 3389
2017
Q3 		$3.67M Buy
115,981
+5,099
+5% +$158K ﹤0.01% 3299
2017
Q2 		$3.26M Buy
110,882
+7,251
+7% +$214K ﹤0.01% 3328
2017
Q1 		$2.92M Buy
103,631
+10,403
+11% +$281K ﹤0.01% 3460
2016
Q4 		$2.35M Sell
93,228
-8,941
-9% -$238K ﹤0.01% 3786
2016
Q3 		$2.94M Sell
102,169
-38,976
-28% -$1.12M ﹤0.01% 3172
2016
Q2 		$3.83M Sell
141,145
-29,286
-17% -$791K ﹤0.01% 2850
2016
Q1 		$4.65M Sell
170,431
-94,081
-36% -$2.35M ﹤0.01% 2602
2015
Q4 		$6.91M Sell
264,512
-5,667
-2% -$153K ﹤0.01% 2345
2015
Q3 		$7.02M Sell
270,179
-34,141
-11% -$934K ﹤0.01% 2317
2015
Q2 		$8.76M Sell
304,320
-15,715
-5% -$477K ﹤0.01% 2233
2015
Q1 		$9.48M Buy
320,035
+61,244
+24% +$1.8M ﹤0.01% 2099
2014
Q4 		$7.29M Sell
258,791
-57,609
-18% -$1.66M ﹤0.01% 2357
2014
Q3 		$8.96M Sell
316,400
-38,227
-11% -$1.16M ﹤0.01% 2128
2014
Q2 		$10.7M Buy
354,627
+30,671
+9% +$898K ﹤0.01% 1980
2014
Q1 		$8.97M Sell
323,956
-14,950
-4% -$404K ﹤0.01% 2043
2013
Q4 		$9.33M Buy
338,906
+5,860
+2% +$165K ﹤0.01% 2007
2013
Q3 		$9.32M Buy
333,046
+48,242
+17% +$1.33M ﹤0.01% 1837
2013
Q2 		$7.76M Buy
+284,804
New +$8.66M ﹤0.01% 1914

Other funds holding WTRE

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

Morgan Stanley's WTRE Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree New Economy Real Estate Fund (WTRE) stake by 15% in Q1 2026, buying an estimated $7.91K and bringing the position to 2,724 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #6360.

Morgan Stanley first reported a position in WTRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q2 2014. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • Morgan Stanley held 2,724 shares of WisdomTree New Economy Real Estate Fund worth $59K as of Q1 2026.
  • Morgan Stanley bought 346 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $7.91K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6360 holding.
  • Morgan Stanley first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree New Economy Real Estate Fund position peaked at $10.7M in Q2 2014.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.