UBS Group
WTRE icon

UBS Group’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

UBS Group’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
Q1 		– Sell
-141
Closed -$3K – 11240
2025
Q4 		$3K Buy
+141
New +$3.15K ﹤0.01% 9145
2025
Q3 		– Sell
-6,913
Closed -$135K – 11005
2025
Q2 		$135K Sell
6,913
-329
-5% -$5.86K ﹤0.01% 6999
2025
Q1 		$125K Sell
7,242
-36
-0.5% -$630 ﹤0.01% 6868
2024
Q4 		$126K Buy
7,278
+7,188
+7,987% +$134K ﹤0.01% 6734
2024
Q3 		$1.79K Buy
+90
New +$1.7K ﹤0.01% 8551
2024
Q2 		– Sell
-135
Closed -$2.44K – 10172
2024
Q1 		$2.44K Sell
135
-3,140
-96% -$55.5K ﹤0.01% 7900
2023
Q4 		$59.9K Buy
3,275
+1,491
+84% +$24.3K ﹤0.01% 6447
2023
Q3 		$28K Buy
1,784
+1,449
+433% +$24.4K ﹤0.01% 6621
2023
Q2 		$5.63K Sell
335
-9,183
-96% -$154K ﹤0.01% 7432
2023
Q1 		$162K Sell
9,518
-1,781
-16% -$30.9K ﹤0.01% 5549
2022
Q4 		$185K Buy
11,299
+147
+1% +$2.38K ﹤0.01% 5519
2022
Q3 		$174K Buy
11,152
+1,942
+21% +$35.9K ﹤0.01% 5214
2022
Q2 		$169K Sell
9,210
-2,819
-23% -$57.5K ﹤0.01% 5054
2022
Q1 		$278K Sell
12,029
-600
-5% -$14.1K ﹤0.01% 5122
2021
Q4 		$308K Sell
12,629
-1,831
-13% -$45.7K ﹤0.01% 5355
2021
Q3 		$361K Sell
14,460
-1,203
-8% -$31.7K ﹤0.01% 4931
2021
Q2 		$415K Sell
15,663
-5,188
-25% -$141K ﹤0.01% 4874
2021
Q1 		$553K Sell
20,851
-160
-0.8% -$4.14K ﹤0.01% 4787
2020
Q4 		$539K Sell
21,011
-1,520
-7% -$38.5K ﹤0.01% 4546
2020
Q3 		$548K Sell
22,531
-718
-3% -$17.6K ﹤0.01% 4101
2020
Q2 		$554K Sell
23,249
-349
-1% -$8.12K ﹤0.01% 4047
2020
Q1 		$520K Buy
23,598
+1,223
+5% +$34.6K ﹤0.01% 3925
2019
Q4 		$701K Buy
22,375
+4,366
+24% +$133K ﹤0.01% 4532
2019
Q3 		$527K Buy
18,009
+10,332
+135% +$306K ﹤0.01% 4519
2019
Q2 		$233K Buy
7,677
+415
+6% +$13K ﹤0.01% 4825
2019
Q1 		$233K Buy
7,262
+2,162
+42% +$65.9K ﹤0.01% 4522
2018
Q4 		$142K Buy
5,100
+3,027
+146% +$85.1K ﹤0.01% 5231
2018
Q3 		$61K Hold
2,073
– – ﹤0.01% 6011
2018
Q2 		$63K Hold
2,073
– – ﹤0.01% 5814
2018
Q1 		$67K Sell
2,073
-3,514
-63% -$115K ﹤0.01% 5502
2017
Q4 		$182K Sell
5,587
-4,164
-43% -$134K ﹤0.01% 4980
2017
Q3 		$308K Buy
9,751
+4,164
+75% +$129K ﹤0.01% 4549
2017
Q2 		$164K Buy
5,587
+4,901
+714% +$145K ﹤0.01% 4862
2017
Q1 		$19K Buy
686
+112
+20% +$3.02K ﹤0.01% 6180
2016
Q4 		$14K Sell
574
-40
-7% -$1.06K ﹤0.01% 6737
2016
Q3 		$18K Hold
614
– – ﹤0.01% 6393
2016
Q2 		$17K Sell
614
-679
-53% -$18.3K ﹤0.01% 6425
2016
Q1 		$35K Sell
1,293
-22,154
-94% -$554K ﹤0.01% 5766
2015
Q4 		$612K Buy
23,447
+18,918
+418% +$510K ﹤0.01% 3787
2015
Q3 		$118K Sell
4,529
-1,646
-27% -$45K ﹤0.01% 5088
2015
Q2 		$178K Sell
6,175
-3,365
-35% -$102K ﹤0.01% 4965
2015
Q1 		$283K Sell
9,540
-2,340
-20% -$68.9K ﹤0.01% 4604
2014
Q4 		$334K Buy
+11,880
New +$342K ﹤0.01% 4563

Other funds holding WTRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

UBS Group's WTRE Position: Q1 2026 in Review

UBS Group sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q1 2026, closing a stake of 141 shares — an estimated $3K sold.

UBS Group first reported a position in WTRE in Q4 2014 and held it in 43 quarters. The position peaked at $701K in Q4 2019. 15 funds tracked by Wall St. Rank hold WTRE as of Q1 2026.

  • UBS Group reported no remaining WisdomTree New Economy Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 141 WisdomTree New Economy Real Estate Fund shares in Q1 2026, an estimated $3K.
  • UBS Group first reported a position in WisdomTree New Economy Real Estate Fund in Q4 2014 and held it in 43 quarters.
  • UBS Group's WisdomTree New Economy Real Estate Fund position peaked at $701K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.