Summit Place Financial Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Summit Place Financial Advisors’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 Q4	–	Sell	-11,300	Closed	-$282K	–	107
2021 Q3	$282K	Hold	11,300	–	–	0.21%	92
2021 Q2	$300K	Hold	11,300	–	–	0.22%	90
2021 Q1	$300K	Buy	+11,300	New	+$293K	0.24%	89
2020 Q3	–	Sell	-10,300	Closed	-$246K	–	83
2020 Q2	$246K	Hold	10,300	–	–	0.39%	42
2020 Q1	$227K	Hold	10,300	–	–	0.48%	40
2019 Q4	$323K	Buy	+10,300	New	+$314K	0.51%	42

Other funds holding WTRE

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Place Financial Advisors's WTRE Position: Q4 2021 in Review

Summit Place Financial Advisors sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q4 2021, closing a stake of 11,300 shares — an estimated $282K sold.

Summit Place Financial Advisors first reported a position in WTRE in Q4 2019 and held it in 6 quarters. The position peaked at $323K in Q4 2019. 36 funds tracked by Wall St. Rank hold WTRE as of Q4 2021.

Summit Place Financial Advisors reported no remaining WisdomTree New Economy Real Estate Fund position as of Q4 2021 after selling out during the quarter.
Summit Place Financial Advisors sold 11,300 WisdomTree New Economy Real Estate Fund shares in Q4 2021, an estimated $282K.
Summit Place Financial Advisors first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and held it in 6 quarters.
Summit Place Financial Advisors's WisdomTree New Economy Real Estate Fund position peaked at $323K in Q4 2019.
36 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q4 2021.

Based on Summit Place Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.