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

PSI 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 Q4	–	Sell	-59	Closed	-$1K	–	820
2022 Q3	$1K	Hold	59	–	–	﹤0.01%	737
2022 Q2	$1K	Buy	+59	New	+$1.2K	﹤0.01%	750

Other funds holding WTRE

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

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

AWM

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PSI Advisors's WTRE Position: Q4 2022 in Review

PSI Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2022, closing a stake of 59 shares — an estimated $1K sold.

PSI Advisors first reported a position in WTRE in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 26 funds tracked by Wall St. Rank hold WTRE as of Q4 2022.

PSI Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 59 WisdomTree New Economy Real Estate Fund shares in Q4 2022, an estimated $1K.
PSI Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2022 and held it in 2 quarters.
PSI Advisors's WisdomTree New Economy Real Estate Fund position peaked at $1K in Q3 2022.
26 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.