Simplex Trading
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Simplex Trading’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Simplex Trading’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
-400
Closed -$7K – 11016
2022
Q2 		$7K Buy
+400
New +$8.15K ﹤0.01% 8643

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

Simplex Trading's WTRE Position: Q3 2022 in Review

Simplex Trading sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Simplex Trading first reported a position in WTRE in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

  • Simplex Trading reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
  • Simplex Trading sold 400 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $7K.
  • Simplex Trading first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2022 and held it in 1 quarter.
  • Simplex Trading's WisdomTree New Economy Real Estate Fund position peaked at $7K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.