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WTRE icon

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

SimplyRich’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
-13,119
Closed -$240K – 166
2022
Q2 		$240K Sell
13,119
-93
-0.7% -$1.9K 0.1% 143
2022
Q1 		$305K Hold
13,212
– – 0.11% 145
2021
Q4 		$322K Sell
13,212
-2,571
-16% -$64.2K 0.11% 145
2021
Q3 		$393K Buy
+15,783
New +$416K 0.14% 123
2021
Q2 		– Sell
-15,783
Closed -$419K – 182
2021
Q1 		$419K Sell
15,783
-2,048
-11% -$53.1K 0.17% 113
2020
Q4 		$457K Sell
17,831
-2,153
-11% -$54.6K 0.2% 99
2020
Q3 		$486K Hold
19,984
– – 0.24% 89
2020
Q2 		$476K Hold
19,984
– – 0.26% 88
2020
Q1 		$436K Hold
19,984
– – 0.29% 82
2019
Q4 		$623K Sell
19,984
-533
-3% -$16.2K 0.31% 89
2019
Q3 		$597K Sell
20,517
-2,386
-10% -$70.7K 0.33% 86
2019
Q2 		$696K Sell
22,903
-251
-1% -$7.88K 0.38% 74
2019
Q1 		$744K Sell
23,154
-23,470
-50% -$715K 0.61% 46
2018
Q4 		$1.29M Buy
46,624
+862
+2% +$24.2K 1.19% 27
2018
Q3 		$1.35M Buy
45,762
+441
+1% +$13.3K 0.73% 41
2018
Q2 		$1.37M Sell
45,321
-8
-0% -$256 0.79% 32
2018
Q1 		$1.46M Buy
45,329
+7,020
+18% +$229K 0.81% 33
2017
Q4 		$1.25M Buy
+38,309
New +$1.23M 0.7% 43

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

SimplyRich's WTRE Position: Q3 2022 in Review

SimplyRich sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2022, closing a stake of 13,119 shares — an estimated $240K sold.

SimplyRich first reported a position in WTRE in Q4 2017 and held it in 18 quarters. The position peaked at $1.46M in Q1 2018. 25 funds tracked by Wall St. Rank hold WTRE as of Q3 2022.

  • SimplyRich reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2022 after selling out during the quarter.
  • SimplyRich sold 13,119 WisdomTree New Economy Real Estate Fund shares in Q3 2022, an estimated $240K.
  • SimplyRich first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2017 and held it in 18 quarters.
  • SimplyRich's WisdomTree New Economy Real Estate Fund position peaked at $1.46M in Q1 2018.
  • 25 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2022.

Based on SimplyRich's 13F filing for Q3 2022, filed 1 Nov 2022.