SWP
WTRE icon

Stratos Wealth Partners’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-489
Closed -$14K – 2521
2018
Q3 		$14K Buy
+489
New +$14.7K ﹤0.01% 2041
2018
Q2 		– Sell
-470
Closed -$15K – 2607
2018
Q1 		$15K Buy
+470
New +$15.4K ﹤0.01% 2144

Other funds holding WTRE

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Stratos Wealth Partners's WTRE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2018, closing a stake of 489 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in WTRE in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 38 funds tracked by Wall St. Rank hold WTRE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 489 WisdomTree New Economy Real Estate Fund shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in WisdomTree New Economy Real Estate Fund in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's WisdomTree New Economy Real Estate Fund position peaked at $15K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.