Parallel Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Parallel Advisors’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 Q3	–	Sell	-232	Closed	-$4K	–	3529
2022 Q2	$4K	Buy	+232	New	+$4.73K	﹤0.01%	2390

Other funds holding WTRE

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

AWM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Parallel Advisors's WTRE Position: Q3 2022 in Review

Parallel Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 232 shares — an estimated $4K sold.

Parallel Advisors first reported a position in WTRE in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

Parallel Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
Parallel Advisors sold 232 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $4K.
Parallel Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2022 and held it in 1 quarter.
Parallel Advisors's WisdomTree New Economy Real Estate Fund position peaked at $4K in Q2 2022.
25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on Parallel Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.