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Pacifica Partners’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Pacifica Partners’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
2022
Q2 		– Sell
-927
Closed -$21K – 521
2022
Q1 		$21K Hold
927
– – 0.01% 243
2021
Q4 		$23K Buy
+927
New +$23.1K 0.02% 235

Other funds holding WTRE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Pacifica Partners's WTRE Position: Q2 2022 in Review

Pacifica Partners sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2022, closing a stake of 927 shares — an estimated $21K sold.

Pacifica Partners first reported a position in WTRE in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2022.

  • Pacifica Partners reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2022 after selling out during the quarter.
  • Pacifica Partners sold 927 WisdomTree New Economy Real Estate Fund shares in Q2 2022, an estimated $21K.
  • Pacifica Partners first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2021 and held it in 2 quarters.
  • Pacifica Partners's WisdomTree New Economy Real Estate Fund position peaked at $23K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.