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

Stratford Consulting’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
2020
Q1 		$9K Sell
389
-1,615
-81% -$45.7K ﹤0.01% 76
2019
Q4 		$63K Buy
+2,004
New +$61K 0.02% 70

Other funds holding WTRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Stratford Consulting's WTRE Position: Q1 2020 in Review

Stratford Consulting reduced its WisdomTree New Economy Real Estate Fund (WTRE) stake by 81% in Q1 2020, selling an estimated $45.7K and leaving 389 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #76.

Stratford Consulting first reported a position in WTRE in Q4 2019 and has held it in 2 quarters since. The position peaked at $63K in Q4 2019. 41 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

  • Stratford Consulting held 389 shares of WisdomTree New Economy Real Estate Fund worth $9K as of Q1 2020.
  • Stratford Consulting sold 1,615 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $45.7K.
  • WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #76 holding.
  • Stratford Consulting first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's WisdomTree New Economy Real Estate Fund position peaked at $63K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.