Stifel Financial
WTRE icon

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

Stifel Financial’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
Q2 		– Sell
-9,056
Closed -$210K – 3474
2022
Q1 		$210K Sell
9,056
-726
-7% -$17.1K ﹤0.01% 3102
2021
Q4 		$238K Sell
9,782
-1,492
-13% -$37.2K ﹤0.01% 3056
2021
Q3 		$281K Sell
11,274
-809
-7% -$21.3K ﹤0.01% 2950
2021
Q2 		$320K Buy
12,083
+131
+1% +$3.57K ﹤0.01% 2860
2021
Q1 		$317K Sell
11,952
-633
-5% -$16.4K ﹤0.01% 2755
2020
Q4 		$323K Sell
12,585
-2,596
-17% -$65.8K ﹤0.01% 2555
2020
Q3 		$369K Sell
15,181
-1,502
-9% -$36.9K ﹤0.01% 2275
2020
Q2 		$398K Sell
16,683
-517
-3% -$12K ﹤0.01% 2185
2020
Q1 		$374K Sell
17,200
-298
-2% -$8.44K ﹤0.01% 2043
2019
Q4 		$545K Sell
17,498
-453
-3% -$13.8K ﹤0.01% 2197
2019
Q3 		$526K Buy
17,951
+577
+3% +$17.1K ﹤0.01% 2144
2019
Q2 		$530K Sell
17,374
-78
-0.4% -$2.45K ﹤0.01% 2172
2019
Q1 		$561K Sell
17,452
-305
-2% -$9.29K ﹤0.01% 1999
2018
Q4 		$492K Sell
17,757
-145
-0.8% -$4.08K ﹤0.01% 1947
2018
Q3 		$526K Sell
17,902
-585
-3% -$17.6K ﹤0.01% 2067
2018
Q2 		$559K Sell
18,487
-7
-0% -$224 ﹤0.01% 1972
2018
Q1 		$597K Buy
18,494
+426
+2% +$13.9K ﹤0.01% 1865
2017
Q4 		$589K Sell
18,068
-514
-3% -$16.5K ﹤0.01% 1821
2017
Q3 		$587K Buy
18,582
+255
+1% +$7.89K ﹤0.01% 1788
2017
Q2 		$543K Buy
18,327
+1,854
+11% +$54.8K ﹤0.01% 1817
2017
Q1 		$463K Buy
+16,473
New +$445K ﹤0.01% 1859

Other funds holding WTRE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Stifel Financial's WTRE Position: Q2 2022 in Review

Stifel Financial sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q2 2022, closing a stake of 9,056 shares — an estimated $210K sold.

Stifel Financial first reported a position in WTRE in Q1 2017 and held it in 21 quarters. The position peaked at $597K in Q1 2018. 33 funds tracked by Wall St. Rank hold WTRE as of Q2 2022.

  • Stifel Financial reported no remaining WisdomTree New Economy Real Estate Fund position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 9,056 WisdomTree New Economy Real Estate Fund shares in Q2 2022, an estimated $210K.
  • Stifel Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2017 and held it in 21 quarters.
  • Stifel Financial's WisdomTree New Economy Real Estate Fund position peaked at $597K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.