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

Strategic Blueprint’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
Q3 		– Sell
-4,101
Closed -$109K – 1336
2021
Q2 		$109K Buy
+4,101
New +$112K 0.02% 483

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Strategic Blueprint's WTRE Position: Q3 2021 in Review

Strategic Blueprint sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2021, closing a stake of 4,101 shares — an estimated $109K sold.

Strategic Blueprint first reported a position in WTRE in Q2 2021 and held it in 1 quarter. The position peaked at $109K in Q2 2021. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2021.

  • Strategic Blueprint reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 4,101 WisdomTree New Economy Real Estate Fund shares in Q3 2021, an estimated $109K.
  • Strategic Blueprint first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's WisdomTree New Economy Real Estate Fund position peaked at $109K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.