Truist Financial
WTRE icon

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

Truist 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
Q1 		– Sell
-11,015
Closed -$345K – 2592
2019
Q4 		$345K Buy
+11,015
New +$335K ﹤0.01% 2078

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Truist Financial's WTRE Position: Q1 2020 in Review

Truist Financial sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2020, closing a stake of 11,015 shares — an estimated $345K sold.

Truist Financial first reported a position in WTRE in Q4 2019 and held it in 1 quarter. The position peaked at $345K in Q4 2019. 42 funds tracked by Wall St. Rank hold WTRE as of Q1 2020.

  • Truist Financial reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 11,015 WisdomTree New Economy Real Estate Fund shares in Q1 2020, an estimated $345K.
  • Truist Financial first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2019 and held it in 1 quarter.
  • Truist Financial's WisdomTree New Economy Real Estate Fund position peaked at $345K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.