Three Bridge Wealth Advisors’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Three Bridge Wealth 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
2026 Q3	$3.34K	Buy	+150	New	+$3.58K	﹤0.01%	298

Other funds holding WTRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $163M AUM 30.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Three Bridge Wealth Advisors's WTRE Position: Q3 2026 in Review

Three Bridge Wealth Advisors opened a new position in WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2026: 150 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

8 funds tracked by Wall St. Rank hold WTRE as of Q3 2026.

Three Bridge Wealth Advisors held 150 shares of WisdomTree New Economy Real Estate Fund worth $3.34K as of Q3 2026.
WisdomTree New Economy Real Estate Fund was a new Three Bridge Wealth Advisors position in Q3 2026.
WisdomTree New Economy Real Estate Fund made up ﹤0.01% of Three Bridge Wealth Advisors's portfolio in Q3 2026, its #298 holding.
8 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.