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Steward Partners Investment Advisory’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-150
Closed -$3.34K – 4481
2025
Q3 		$3.34K Hold
150
– – ﹤0.01% 3775
2025
Q2 		$2.92K Sell
150
-600
-80% -$10.7K ﹤0.01% 3650
2025
Q1 		$13K Hold
750
– – ﹤0.01% 2980
2024
Q4 		$12.9K Sell
750
-140
-16% -$2.61K ﹤0.01% 2991
2024
Q3 		$17.7K Hold
890
– – ﹤0.01% 2710
2024
Q2 		$15.5K Hold
890
– – ﹤0.01% 2624
2024
Q1 		$16.1K Hold
890
– – ﹤0.01% 2611
2023
Q4 		$16.3K Sell
890
-1,830
-67% -$29.9K ﹤0.01% 2498
2023
Q3 		$42.7K Hold
2,720
– – ﹤0.01% 1977
2023
Q2 		$45.7K Hold
2,720
– – ﹤0.01% 1926
2023
Q1 		$46.3K Hold
2,720
– – ﹤0.01% 1883
2022
Q4 		$44.6K Hold
2,720
– – ﹤0.01% 1883
2022
Q3 		$42K Hold
2,720
– – ﹤0.01% 1875
2022
Q2 		$50K Hold
2,720
– – ﹤0.01% 1815
2022
Q1 		$63K Hold
2,720
– – ﹤0.01% 1806
2021
Q4 		$66K Buy
2,720
+890
+49% +$22.2K ﹤0.01% 1774
2021
Q3 		$46K Hold
1,830
– – ﹤0.01% 1954
2021
Q2 		$49K Hold
1,830
– – ﹤0.01% 3491
2021
Q1 		$48.6K Hold
1,830
– – ﹤0.01% 2000
2020
Q4 		$47K Hold
1,830
– – ﹤0.01% 1703
2020
Q3 		$44K Sell
1,830
-3,861
-68% -$94.8K ﹤0.01% 1557
2020
Q2 		$136K Sell
5,691
-3,787
-40% -$88.1K ﹤0.01% 1015
2020
Q1 		$208K Sell
9,478
-2,359
-20% -$66.8K 0.01% 779
2019
Q4 		$371K Buy
11,837
+1,505
+15% +$45.8K 0.01% 707
2019
Q3 		$302K Buy
10,332
+1,451
+16% +$43K 0.01% 726
2019
Q2 		$270K Sell
8,881
-2,834
-24% -$89K 0.01% 724
2019
Q1 		$376K Sell
11,715
-400
-3% -$12.2K 0.02% 581
2018
Q4 		$336K Buy
12,115
+5,515
+84% +$155K 0.02% 579
2018
Q3 		$194K Buy
+6,600
New +$199K 0.01% 731

Other funds holding WTRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Steward Partners Investment Advisory's WTRE Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2025, closing a stake of 150 shares — an estimated $3.34K sold.

Steward Partners Investment Advisory first reported a position in WTRE in Q3 2018 and held it in 29 quarters. The position peaked at $376K in Q1 2019. 16 funds tracked by Wall St. Rank hold WTRE as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 150 WisdomTree New Economy Real Estate Fund shares in Q4 2025, an estimated $3.34K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2018 and held it in 29 quarters.
  • Steward Partners Investment Advisory's WisdomTree New Economy Real Estate Fund position peaked at $376K in Q1 2019.
  • 16 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.