Patriot Financial Group Insurance Agency’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Patriot Financial Group Insurance Agency’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	-51	Closed	-$1K	–	1954
2022 Q2	$1K	Buy	+51	New	+$1.04K	﹤0.01%	1965
2020 Q1	–	Sell	-116	Closed	-$4K	–	1768
2019 Q4	$4K	Hold	116	–	–	﹤0.01%	1022
2019 Q3	$3K	Hold	116	–	–	﹤0.01%	1050
2019 Q2	$4K	Hold	116	–	–	﹤0.01%	1010
2019 Q1	$4K	Buy	+116	New	+$3.53K	﹤0.01%	914

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 $21.5B AUM 26.98% 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 $259M AUM 15.06% 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 $445B AUM 25.58% 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

Patriot Financial Group Insurance Agency's WTRE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 51 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WTRE in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2019 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's WisdomTree New Economy Real Estate Fund position peaked at $4K in Q4 2019.
25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.