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

Synovus 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
2020 Q3	–	Sell	-724	Closed	-$17K	–	1471
2020 Q2	$17K	Hold	724	–	–	﹤0.01%	1136
2020 Q1	$16K	Hold	724	–	–	﹤0.01%	1441
2019 Q4	$23K	Buy	724 +13	+2%	+$396	﹤0.01%	1089
2019 Q3	$21K	Buy	711 +9	+1%	+$267	﹤0.01%	1083
2019 Q2	$21K	Buy	702 +32	+5%	+$1K	﹤0.01%	1017
2019 Q1	$22K	Buy	670 +2	+0.3%	+$61	﹤0.01%	998
2018 Q4	$19K	Hold	668	–	–	﹤0.01%	996
2018 Q3	$20K	Buy	668 +5	+0.8%	+$151	﹤0.01%	1023
2018 Q2	$20K	Buy	663 +20	+3%	+$640	﹤0.01%	950
2018 Q1	$21K	Buy	+643	New	+$21K	﹤0.01%	929
2017 Q3	–	Sell	-620	Closed	-$18K	–	760
2017 Q2	$18K	Buy	620 +19	+3%	+$562	﹤0.01%	708
2017 Q1	$17K	Hold	601	–	–	﹤0.01%	888
2016 Q4	$15K	Buy	601 +20	+3%	+$533	﹤0.01%	873
2016 Q3	$17K	Buy	+581	New	+$16.7K	﹤0.01%	836

Other funds holding WTRE

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

BCI

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 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

Synovus Financial's WTRE Position: Q3 2020 in Review

Synovus Financial sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2020, closing a stake of 724 shares — an estimated $17K sold.

Synovus Financial first reported a position in WTRE in Q3 2016 and held it in 14 quarters. The position peaked at $23K in Q4 2019. 35 funds tracked by Wall St. Rank hold WTRE as of Q3 2020.

Synovus Financial reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 724 WisdomTree New Economy Real Estate Fund shares in Q3 2020, an estimated $17K.
Synovus Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q3 2016 and held it in 14 quarters.
Synovus Financial's WisdomTree New Economy Real Estate Fund position peaked at $23K in Q4 2019.
35 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.