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SignalPoint Asset Management’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

SignalPoint Asset Management’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
-18,086
Closed -$331K – 216
2022
Q2 		$331K Sell
18,086
-2,016
-10% -$41.1K 0.12% 156
2022
Q1 		$465K Sell
20,102
-155
-0.8% -$3.65K 0.15% 129
2021
Q4 		$493K Buy
20,257
+2,485
+14% +$62K 0.15% 132
2021
Q3 		$443K Sell
17,772
-406
-2% -$10.7K 0.14% 142
2021
Q2 		$482K Sell
18,178
-139
-0.8% -$3.79K 0.16% 136
2021
Q1 		$486K Sell
18,317
-12,790
-41% -$331K 0.17% 127
2020
Q4 		$798K Sell
31,107
-12
-0% -$304 0.3% 81
2020
Q3 		$756K Sell
31,119
-2,028
-6% -$49.8K 0.32% 71
2020
Q2 		$790K Buy
33,147
+2,303
+7% +$53.6K 0.36% 65
2020
Q1 		$380K Buy
30,844
+5,170
+20% +$146K 0.2% 96
2019
Q4 		$805K Sell
25,674
-335
-1% -$10.2K 0.34% 72
2019
Q3 		$761K Buy
26,009
+877
+3% +$26K 0.34% 73
2019
Q2 		$764K Sell
25,132
-5,566
-18% -$175K 0.36% 73
2019
Q1 		$986K Sell
30,698
-5,475
-15% -$167K 0.43% 58
2018
Q4 		$1M Buy
36,173
+1,648
+5% +$46.3K 0.49% 52
2018
Q3 		$1.02M Buy
34,525
+246
+0.7% +$7.41K 0.45% 60
2018
Q2 		$1.04M Buy
34,279
+5,369
+19% +$172K 0.49% 50
2018
Q1 		$930K Sell
28,910
-5,992
-17% -$196K 0.45% 61
2017
Q4 		$1.14M Sell
34,902
-869
-2% -$27.9K 0.55% 48
2017
Q3 		$1.13M Sell
35,771
-24,839
-41% -$768K 0.57% 46
2017
Q2 		$1.78M Sell
60,610
-1,745
-3% -$51.6K 0.49% 60
2017
Q1 		$1.76M Buy
62,355
+1,697
+3% +$45.8K 0.49% 60
2016
Q4 		$1.53M Buy
60,658
+5,429
+10% +$145K 0.39% 62
2016
Q3 		$1.59M Buy
55,229
+12,037
+28% +$345K 0.42% 56
2016
Q2 		$1.17M Sell
43,192
-2,006
-4% -$54.2K 0.49% 45
2016
Q1 		$1.23M Buy
45,198
+4,620
+11% +$115K 0.53% 45
2015
Q4 		$1.06M Sell
40,578
-1,544
-4% -$41.6K 0.46% 51
2015
Q3 		$1.09M Buy
42,122
+1,003
+2% +$27.4K 0.49% 45
2015
Q2 		$1.22M Hold
41,119
– – 0.5% 43
2015
Q1 		$1.22M Buy
41,119
+1,987
+5% +$58.5K 0.5% 43
2014
Q4 		$1.1M Buy
39,132
+7,800
+25% +$224K 0.5% 53
2014
Q3 		$887K Sell
31,332
-5,693
-15% -$173K 0.43% 56
2014
Q2 		$1.11M Buy
37,025
+4,102
+12% +$120K 0.5% 53
2014
Q1 		$911K Sell
32,923
-2,312
-7% -$62.5K 0.42% 58
2013
Q4 		$969K Buy
35,235
+10,762
+44% +$302K 0.44% 62
2013
Q3 		$685K Sell
24,473
-11,400
-32% -$315K 0.44% 59
2013
Q2 		$978K Buy
+35,873
New +$1.09M 0.79% 40

Other funds holding WTRE

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SignalPoint Asset Management's WTRE Position: Q3 2022 in Review

SignalPoint Asset Management sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 18,086 shares — an estimated $331K sold.

SignalPoint Asset Management first reported a position in WTRE in Q2 2013 and held it in 37 quarters. The position peaked at $1.78M in Q2 2017. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

  • SignalPoint Asset Management reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
  • SignalPoint Asset Management sold 18,086 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $331K.
  • SignalPoint Asset Management first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2013 and held it in 37 quarters.
  • SignalPoint Asset Management's WisdomTree New Economy Real Estate Fund position peaked at $1.78M in Q2 2017.
  • 25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on SignalPoint Asset Management's 13F filing for Q3 2022, filed 27 Oct 2022.