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

Procyon 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
2020
Q3 		– Sell
-2
Closed – – 1068
2020
Q2 		$0 Buy
2
+1
+100% +$23 ﹤0.01% 1209
2020
Q1 		$0 Buy
+1
New +$28 ﹤0.01% 1182

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Procyon Advisors's WTRE Position: Q3 2020 in Review

Procyon Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2020, closing a stake of 2 shares.

Procyon Advisors first reported a position in WTRE in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2020.

  • Procyon Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 2 WisdomTree New Economy Real Estate Fund shares in Q3 2020.
  • Procyon Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2020 and held it in 2 quarters.
  • Procyon Advisors's WisdomTree New Economy Real Estate Fund position peaked at $0 in Q2 2020.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.