Simplicity Solutions’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-13,003	Closed	-$334K	–	990
2020 Q4	$334K	Sell	13,003 -28	-0.2%	-$710	0.01%	762
2020 Q3	$317K	Sell	13,031 -3,138	-19%	-$77.1K	0.01%	712
2020 Q2	$386K	Buy	16,169 +495	+3%	+$11.5K	0.01%	680
2020 Q1	$346K	Buy	15,674 +2,145	+16%	+$60.7K	0.01%	577
2019 Q4	$424K	Buy	13,529 +4,114	+44%	+$125K	0.01%	587
2019 Q3	$276K	Buy	+9,415	New	+$279K	0.01%	578

Other funds holding WTRE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's WTRE Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2021, closing a stake of 13,003 shares — an estimated $334K sold.

Simplicity Solutions first reported a position in WTRE in Q3 2019 and held it in 6 quarters. The position peaked at $424K in Q4 2019. 37 funds tracked by Wall St. Rank hold WTRE as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 13,003 WisdomTree New Economy Real Estate Fund shares in Q1 2021, an estimated $334K.
Simplicity Solutions first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's WisdomTree New Economy Real Estate Fund position peaked at $424K in Q4 2019.
37 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.