Royal Bank of Canada
WTRE icon

Royal Bank of Canada’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Royal Bank of Canada’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
2023
Q4 		– Sell
-1
Closed – – 7642
2023
Q3 		$0 Sell
1
-70,277
-100% -$1.18M ﹤0.01% 7665
2023
Q2 		$1.18M Sell
70,278
-23,387
-25% -$393K ﹤0.01% 3232
2023
Q1 		$1.59M Sell
93,665
-3,672
-4% -$63.7K ﹤0.01% 2985
2022
Q4 		$1.6M Buy
97,337
+12,791
+15% +$207K ﹤0.01% 3102
2022
Q3 		$1.32M Sell
84,546
-37,614
-31% -$696K ﹤0.01% 3192
2022
Q2 		$2.24M Buy
122,160
+28,233
+30% +$575K ﹤0.01% 2792
2022
Q1 		$2.17M Buy
93,927
+8,096
+9% +$191K ﹤0.01% 2975
2021
Q4 		$2.09M Sell
85,831
-9,497
-10% -$237K ﹤0.01% 3121
2021
Q3 		$2.38M Buy
95,328
+17,351
+22% +$457K ﹤0.01% 2937
2021
Q2 		$2.07M Sell
77,977
-2,977
-4% -$81.1K ﹤0.01% 3037
2021
Q1 		$2.15M Buy
80,954
+3,948
+5% +$102K ﹤0.01% 2939
2020
Q4 		$1.98M Buy
77,006
+1,603
+2% +$40.7K ﹤0.01% 2926
2020
Q3 		$1.83M Sell
75,403
-4,308
-5% -$106K ﹤0.01% 2757
2020
Q2 		$1.9M Buy
79,711
+3,715
+5% +$86.5K ﹤0.01% 2658
2020
Q1 		$1.68M Buy
75,996
+3,795
+5% +$107K ﹤0.01% 2620
2019
Q4 		$2.26M Buy
72,201
+300
+0.4% +$9.13K ﹤0.01% 2786
2019
Q3 		$2.1M Buy
71,901
+2,080
+3% +$61.6K ﹤0.01% 2712
2019
Q2 		$2.12M Buy
69,821
+1,183
+2% +$37.1K ﹤0.01% 2712
2019
Q1 		$2.2M Buy
68,638
+1,948
+3% +$59.3K ﹤0.01% 2611
2018
Q4 		$1.85M Buy
66,690
+4,925
+8% +$138K ﹤0.01% 2711
2018
Q3 		$1.82M Buy
61,765
+4,987
+9% +$150K ﹤0.01% 2912
2018
Q2 		$1.72M Buy
56,778
+4,812
+9% +$154K ﹤0.01% 2841
2018
Q1 		$1.67M Buy
51,966
+28,519
+122% +$932K ﹤0.01% 2817
2017
Q4 		$764K Buy
23,447
+14,231
+154% +$456K ﹤0.01% 3446
2017
Q3 		$291K Buy
9,216
+706
+8% +$21.8K ﹤0.01% 4229
2017
Q2 		$251K Hold
8,510
– – ﹤0.01% 4213
2017
Q1 		$239K Buy
8,510
+1,058
+14% +$28.6K ﹤0.01% 4223
2016
Q4 		$187K Buy
7,452
+9
+0.1% +$240 ﹤0.01% 4525
2016
Q3 		$214K Sell
7,443
-11,019
-60% -$316K ﹤0.01% 4388
2016
Q2 		$500K Buy
18,462
+6,499
+54% +$175K ﹤0.01% 3695
2016
Q1 		$326K Buy
11,963
+2,363
+25% +$59K ﹤0.01% 3994
2015
Q4 		$250K Buy
9,600
+3,275
+52% +$88.2K ﹤0.01% 4359
2015
Q3 		$164K Sell
6,325
-1,326
-17% -$36.3K ﹤0.01% 4468
2015
Q2 		$220K Sell
7,651
-6,881
-47% -$209K ﹤0.01% 4294
2015
Q1 		$431K Sell
14,532
-16,209
-53% -$477K ﹤0.01% 3652
2014
Q4 		$865K Buy
30,741
+24,590
+400% +$707K ﹤0.01% 3055
2014
Q3 		$174K Hold
6,151
– – ﹤0.01% 4277
2014
Q2 		$185K Sell
6,151
-47,693
-89% -$1.4M ﹤0.01% 4217
2014
Q1 		$1.49M Buy
53,844
+16,450
+44% +$444K ﹤0.01% 2465
2013
Q4 		$1.03M Buy
37,394
+27,266
+269% +$765K ﹤0.01% 2809
2013
Q3 		$283K Sell
10,128
-38,676
-79% -$1.07M ﹤0.01% 3829
2013
Q2 		$1.33M Buy
+48,804
New +$1.48M ﹤0.01% 2359

Other funds holding WTRE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada's WTRE Position: Q4 2023 in Review

Royal Bank of Canada sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2023, closing a stake of 1 share.

Royal Bank of Canada first reported a position in WTRE in Q2 2013 and held it in 42 quarters. The position peaked at $2.38M in Q3 2021. 21 funds tracked by Wall St. Rank hold WTRE as of Q4 2023.

  • Royal Bank of Canada reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2023 after selling out during the quarter.
  • Royal Bank of Canada sold 1 WisdomTree New Economy Real Estate Fund share in Q4 2023.
  • Royal Bank of Canada first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 42 quarters.
  • Royal Bank of Canada's WisdomTree New Economy Real Estate Fund position peaked at $2.38M in Q3 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2023.

Based on Royal Bank of Canada's 13F filing for Q4 2023, filed 14 Feb 2024.