Raymond James Financial
WTRE icon

Raymond James Financial’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Raymond James Financial’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
2026
Q1 		$397K Buy
+18,314
New +$418K ﹤0.01% 4507
2025
Q3 		– Sell
-3,790
Closed -$73.8K – 6796
2025
Q2 		$73.8K Buy
+3,790
New +$67.5K ﹤0.01% 5013

Other funds holding WTRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial's WTRE Position: Q1 2026 in Review

Raymond James Financial opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026: 18,314 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #4507 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in WTRE as recently as Q2 2025.

Raymond James Financial first reported a position in WTRE in Q2 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • Raymond James Financial held 18,314 shares of WisdomTree New Economy Real Estate Fund worth $397K as of Q1 2026.
  • WisdomTree New Economy Real Estate Fund was a new Raymond James Financial position in Q1 2026.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4507 holding.
  • Raymond James Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.