Murphy & Mullick Capital Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Murphy & Mullick Capital 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
2026 Q1	$23.4K	Sell	1,081 -192	-15%	-$4.39K	0.02%	380
2025 Q4	$27.1K	Hold	1,273	–	–	0.02%	367
2025 Q3	$28.3K	Hold	1,273	–	–	0.02%	345
2025 Q2	$24.6K	Sell	1,273 -935	-42%	-$16.6K	0.02%	353
2025 Q1	$38.3K	Sell	2,208 -324	-13%	-$5.67K	0.04%	292
2024 Q4	$43.7K	Buy	+2,532	New	+$47.2K	0.04%	266

Other funds holding WTRE

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

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

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 $1.2B AUM 37.55% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Murphy & Mullick Capital Management's WTRE Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 15% in Q1 2026, selling an estimated $4.39K and leaving 1,081 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #380.

Murphy & Mullick Capital Management first reported a position in WTRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.7K in Q4 2024. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

Murphy & Mullick Capital Management held 1,081 shares of WisdomTree New Economy Real Estate Fund worth $23.4K as of Q1 2026.
Murphy & Mullick Capital Management sold 192 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $4.39K.
WisdomTree New Economy Real Estate Fund made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #380 holding.
Murphy & Mullick Capital Management first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's WisdomTree New Economy Real Estate Fund position peaked at $43.7K in Q4 2024.
15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.